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True Wealth Design’s Ohio Valley Banc Corp OVBC Stock Holding History

True Wealth Design’s Portfolio OVBC Stock Details OVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$37 – 2755
2025
Q3 		$37 Buy
+1
New +$36 ﹤0.01% 2608

Other funds holding OVBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

True Wealth Design's OVBC Position: Q4 2025 in Review

True Wealth Design sold out of Ohio Valley Banc Corp (OVBC) in Q4 2025, closing a stake of 1 share — an estimated $37 sold.

True Wealth Design first reported a position in OVBC in Q3 2025 and held it in 1 quarter. The position peaked at $37 in Q3 2025. 58 funds tracked by Wall St. Rank hold OVBC as of Q4 2025.

  • True Wealth Design reported no remaining Ohio Valley Banc Corp position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Ohio Valley Banc Corp share in Q4 2025, an estimated $37.
  • True Wealth Design first reported a position in Ohio Valley Banc Corp in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Ohio Valley Banc Corp position peaked at $37 in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Ohio Valley Banc Corp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.