Position in OVLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$452,917
+$63,009 QoQ
Shares Held
13,966
+7.7% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $102,729,035 across 69 Banks - Regional names. OVLY ranks #57 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
120,016 | $16,102,546 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
113,904 | $6,563,148 | |
| 3 | OFG |
Ofg Bancorp
|
107,881 | $4,364,865 | |
| 4 | ABCB |
Ameris Bancorp
|
46,518 | $3,627,938 | |
| 5 | UVSP |
UNIVEST FINANCIAL Corp
|
93,000 | $3,186,180 | |
| 6 | FBP |
First Bancorp /Pr/
|
145,548 | $3,108,905 | |
| 7 | THFF |
First Financial Corp /In/
|
41,170 | $2,601,944 | |
| 8 | AROW |
Arrow Financial Corp
|
72,308 | $2,427,379 |
All Filings in OVLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $452,917 | 13,966 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $389,908 | 12,971 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $325,955 | 11,571 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||