Who owns JUNIATA VALLEY FINANCIAL CORP, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
No 13D/13G disclosures on record for JUNIATA VALLEY FINANCIAL CORP.
No holder has disclosed crossing the 5% threshold in filings since December 18, 2024, when our coverage begins.
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of JUNIATA VALLEY FINANCIAL CORP they hold. Together these 2 managers report 0.27% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| First National Trust Co | $209K | 12,791 | 0.01% | 0.25% | September 30, 2021 |
| Steward Partners Investment Advisory, LLC | $13K | 779 | 0.00% | 0.02% | June 30, 2021 |
Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 0 funds hold 0.00% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
No fund on record discloses this stock yet.
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