OVBC — OHIO VY BANC CORP
Reported value held$37.25M
Funds holding (latest)25
SectorFinancials
Funds holding (Q2 2026)23
Institutional value$28.87M · 664.62K sh
New / Add / Cut / Exit6 / 11 / 4 / 0
Top-5 / Top-10 concentration85.8% / 93.7%
Institutional holdings change
Accumulating +16.5%
(+94.14K sh)
Institutional value change
Up +15.4%
As of Q2 2026, 23 SEC-registered investment managers reported holding OVBC (OHIO VY BANC CORP) in their latest 13F filings, with a combined reported value of $28.87M across 664.62K shares. That is +16.5% by share count (+94.14K shares) versus the previous quarter, while reported value moved +15.4%. Ownership is concentrated: the five largest holders account for 85.8% of reported value and the top ten for 93.7%.
Compared with the prior quarter, 6 opened new positions, 11 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
OVBC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 245.73K | $10.67M | 0.00% | Add |
| Manulife Financial history | 176.50K | $7.67M | 0.01% | Reduce |
| Geode Capital Management history | 93.81K | $4.08M | 0.00% | Add |
| Northern Trust Corp history | 32.64K | $1.42M | 0.00% | Add |
| Renaissance Technologies history | 21.27K | $923.97K | 0.00% | Add |
| Marshall Wace history | 15.03K | $652.88K | 0.00% | New |
| Charles Schwab Investment Management history | 10.49K | $455.58K | 0.00% | Add |
| Citadel Advisors history | 9.68K | $420.40K | 0.00% | New |
| BNY Mellon history | 8.96K | $389.28K | 0.00% | Add |
| Goldman Sachs Group history | 8.81K | $382.70K | 0.00% | Reduce |
| Lazard Asset Management history | 8.28K | $359.56K | 0.00% | New |
| Arrowstreet Capital history | 5.83K | $253.07K | 0.00% | Hold |
| AQR Capital Management history | 5.31K | $230.61K | 0.00% | New |
| Millennium Management history | 4.67K | $202.82K | 0.00% | New |
| UBS Group AG history | 4.16K | $180.54K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.55K | $154.05K | 0.00% | Add |
| Wells Fargo & Co history | 3.31K | $143.85K | 0.00% | Add |
| Morgan Stanley history | 2.82K | $122.47K | 0.00% | Reduce |
| Citigroup Inc history | 1.77K | $76.70K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.60K | $70.39K | 0.00% | New |
| Legal & General Investment Management America history | 345 | $14.98K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 39 | $1.69K | 0.00% | Add |
| PNC Financial Services history | 10 | $434 | 0.00% | Add |
Q1 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 206.48K | $9.06M | 0.00% | Reduce |
| Manulife Financial history | 177.98K | $7.81M | 0.01% | Reduce |
| Geode Capital Management history | 87.15K | $3.82M | 0.00% | Reduce |
| Northern Trust Corp history | 30.19K | $1.32M | 0.00% | Add |
| Renaissance Technologies history | 14.78K | $648.03K | 0.00% | Add |
| Goldman Sachs Group history | 14.70K | $644.87K | 0.00% | Add |
| Charles Schwab Investment Management history | 9.68K | $424.39K | 0.00% | Reduce |
| BNY Mellon history | 8.41K | $368.87K | 0.00% | Reduce |
| UBS Group AG history | 6.80K | $298.42K | 0.00% | Add |
| Arrowstreet Capital history | 5.83K | $255.57K | 0.00% | New |
| Deutsche Bank AG history | 3.20K | $140.44K | 0.00% | Add |
| Morgan Stanley history | 3.18K | $139.61K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.54K | $67.77K | 0.00% | Reduce |
| Legal & General Investment Management America history | 345 | $15.13K | 0.00% | Hold |
| Citigroup Inc history | 176 | $7.72K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 27 | $1.18K | 0.00% | Add |
| PNC Financial Services history | 5 | $219 | 0.00% | Hold |
Q4 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 210.81K | $8.43M | 0.00% | Add |
| Vanguard Group history | 206.33K | $8.25M | 0.00% | Add |
| Manulife Financial history | 180.35K | $7.21M | 0.01% | Reduce |
| Geode Capital Management history | 88.02K | $3.52M | 0.00% | Reduce |
| Northern Trust Corp history | 28.98K | $1.16M | 0.00% | Reduce |
| Renaissance Technologies history | 14.57K | $582.71K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 10.96K | $437.98K | 0.00% | Hold |
| BNY Mellon history | 9.02K | $360.77K | 0.00% | Reduce |
| Citadel Advisors history | 5.71K | $228.49K | 0.00% | New |
| Goldman Sachs Group history | 5.61K | $224.21K | 0.00% | New |
| Morgan Stanley history | 5.52K | $220.69K | 0.00% | Add |
| Wells Fargo & Co history | 4.37K | $174.78K | 0.00% | Add |
| Bank of America Corp history | 3.49K | $139.65K | 0.00% | Add |
| Deutsche Bank AG history | 2.29K | $91.35K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.89K | $75.72K | 0.00% | Reduce |
| UBS Group AG history | 748 | $29.91K | 0.00% | Reduce |
| Legal & General Investment Management America history | 345 | $13.79K | 0.00% | Hold |
| Citigroup Inc history | 87 | $3.48K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 22 | $880 | 0.00% | Add |
| PNC Financial Services history | 5 | $200 | 0.00% | New |
Q3 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 202.09K | $7.47M | 0.00% | Hold |
| BlackRock Inc history | 186.99K | $6.91M | 0.00% | Add |
| Manulife Financial history | 182.71K | $6.76M | 0.01% | Reduce |
| Geode Capital Management history | 89.48K | $3.31M | 0.00% | Add |
| Northern Trust Corp history | 32.00K | $1.18M | 0.00% | Reduce |
| Renaissance Technologies history | 15.38K | $568.57K | 0.00% | Add |
| Charles Schwab Investment Management history | 10.96K | $405.12K | 0.00% | Hold |
| BNY Mellon history | 9.09K | $336.23K | 0.00% | Add |
| Morgan Stanley history | 3.76K | $139.01K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.02K | $111.82K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.00K | $110.90K | 0.00% | Add |
| UBS Group AG history | 2.15K | $79.54K | 0.00% | Reduce |
| Bank of America Corp history | 2.01K | $74.37K | 0.00% | Reduce |
| Deutsche Bank AG history | 1.83K | $67.56K | 0.00% | New |
| Legal & General Investment Management America history | 345 | $12.76K | 0.00% | Hold |
| Citigroup Inc history | 44 | $1.63K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $37 | 0.00% | New |
Q2 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 202.74K | $6.53M | 0.00% | Add |
| Manulife Financial history | 187.26K | $6.04M | 0.01% | Reduce |
| BlackRock Inc history | 143.29K | $4.62M | 0.00% | Add |
| Geode Capital Management history | 87.94K | $2.83M | 0.00% | Add |
| Northern Trust Corp history | 32.47K | $1.05M | 0.00% | Add |
| Renaissance Technologies history | 14.57K | $469.75K | 0.00% | Add |
| Charles Schwab Investment Management history | 10.96K | $353.08K | 0.00% | New |
| BNY Mellon history | 7.97K | $257.03K | 0.00% | New |
| Morgan Stanley history | 7.38K | $237.79K | 0.00% | Add |
| Citadel Advisors history | 7.21K | $232.51K | 0.00% | Reduce |
| Bank of America Corp history | 3.34K | $107.52K | 0.00% | Add |
| UBS Group AG history | 3.10K | $99.98K | 0.00% | Add |
| Wells Fargo & Co history | 2.55K | $82.13K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.80K | $58.08K | 0.00% | New |
| Citigroup Inc history | 1.27K | $41.09K | 0.00% | New |
| Legal & General Investment Management America history | 345 | $11.12K | 0.00% | New |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Manulife Financial history | 207.83K | $5.41M | 0.01% | Reduce |
| Vanguard Group history | 174.82K | $4.55M | 0.00% | Add |
| Geode Capital Management history | 40.14K | $1.05M | 0.00% | Add |
| Millennium Management history | 39.42K | $1.03M | 0.00% | Add |
| BlackRock Inc history | 36.28K | $945.12K | 0.00% | Reduce |
| Renaissance Technologies history | 13.78K | $358.84K | 0.00% | Add |
| Northern Trust Corp history | 12.12K | $315.86K | 0.00% | Add |
| Citadel Advisors history | 10.37K | $270.03K | 0.00% | New |
| Morgan Stanley history | 3.53K | $92.06K | 0.00% | Add |
| Bank of America Corp history | 1.64K | $42.59K | 0.00% | Hold |
| UBS Group AG history | 834 | $21.73K | 0.00% | Reduce |
| Wells Fargo & Co history | 110 | $2.88K | 0.00% | Hold |
New Positions (Q2 2026)
- Marshall Wace 15.03K sh · $652.88K
- Citadel Advisors 9.68K sh · $420.40K
- Lazard Asset Management 8.28K sh · $359.56K
- AQR Capital Management 5.31K sh · $230.61K
- Millennium Management 4.67K sh · $202.82K
- JPMorgan Chase & Co 1.60K sh · $70.39K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 245.73K | 206.48K | 210.81K | 186.99K | 143.29K | 36.28K | 52.98K | 49.91K | — | — | — | — | — | — | — | — | — | — | — | — |
| Manulife Financial | 176.50K | 177.98K | 180.35K | 182.71K | 187.26K | 207.83K | 208.92K | 208.98K | 211.00K | 211.09K | 211.09K | 211.09K | 195.77K | 169.91K | 149.88K | 122.35K | 122.35K | 122.16K | 113.94K | 107.89K |
| Geode Capital Management | 93.81K | 87.15K | 88.02K | 89.48K | 87.94K | 40.14K | 38.25K | 38.25K | 39.09K | 39.97K | 36.61K | 36.61K | 37.50K | 37.50K | 37.50K | 36.42K | 30.51K | 25.54K | 25.55K | 25.72K |
| Northern Trust Corp | 32.64K | 30.19K | 28.98K | 32.00K | 32.47K | 12.12K | 10.87K | 10.87K | 10.94K | 11.37K | 11.44K | 11.82K | 11.87K | 10.99K | 10.88K | 10.50K | 10.96K | 10.89K | 11.36K | 11.40K |
| Renaissance Technologies | 21.27K | 14.78K | 14.57K | 15.38K | 14.57K | 13.78K | 13.57K | 13.97K | 18.48K | 22.57K | 22.48K | 22.57K | 23.27K | 24.68K | 26.38K | 27.88K | 31.27K | 32.08K | 33.38K | 37.47K |
| Marshall Wace | 15.03K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 10.49K | 9.68K | 10.96K | 10.96K | 10.96K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 9.68K | — | 5.71K | — | 7.21K | 10.37K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 8.96K | 8.41K | 9.02K | 9.09K | 7.97K | — | — | — | — | — | — | — | — | — | — | — | 6.76K | 6.66K | — | — |
| Goldman Sachs Group | 8.81K | 14.70K | 5.61K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Lazard Asset Management | 8.28K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 5.83K | 5.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 5.31K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 4.67K | — | — | — | — | 39.42K | 11.77K | 13.26K | 15.30K | 17.22K | 17.82K | 31.45K | 36.45K | 37.49K | 35.96K | 45.40K | 43.34K | 43.66K | 44.00K | 45.14K |
| UBS Group AG | 4.16K | 6.80K | 748 | 2.15K | 3.10K | 834 | 2.27K | 2.87K | 1.23K | 774 | 1.25K | 434 | 325 | 133 | 137 | 414 | 325 | 325 | 193 | 423 |
| Deutsche Bank AG | 3.55K | 3.20K | 2.29K | 1.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 3.31K | 1.54K | 4.37K | 3.02K | 2.55K | 110 | 110 | 110 | 111 | 141 | 140 | 138 | 144 | 142 | 141 | 142 | 157 | 154 | 155 | 155 |
| Morgan Stanley | 2.82K | 3.18K | 5.52K | 3.76K | 7.38K | 3.53K | 1.00K | 1.00K | 1.00K | 1 | — | — | — | — | 52 | 301 | 20 | 8 | 23 | 1.09K |
| Citigroup Inc | 1.77K | 176 | 87 | 44 | 1.27K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 1.60K | — | 1.89K | 3.00K | 1.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | 576 | 3.67K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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