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Amalgamated Bank’s Oak Valley Bancorp OVLY Stock Holding History

Amalgamated Bank’s Portfolio OVLY Stock Details OVLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-215
Closed -$6K – 2473
2025
Q4 		$6K Sell
215
-12
-5% -$338 ﹤0.01% 2661
2025
Q3 		$6K Hold
227
– – ﹤0.01% 2695
2025
Q2 		$6K Hold
227
– – ﹤0.01% 2681
2025
Q1 		$6K Hold
227
– – ﹤0.01% 2608
2024
Q4 		$7K Hold
227
– – ﹤0.01% 2615
2024
Q3 		$6K Hold
227
– – ﹤0.01% 2715
2024
Q2 		$6K Hold
227
– – ﹤0.01% 2705
2024
Q1 		$6K Sell
227
-360
-61% -$9.17K ﹤0.01% 2662
2023
Q4 		$18K Sell
587
-68
-10% -$1.78K ﹤0.01% 2706
2023
Q3 		$16K Hold
655
– – ﹤0.01% 2754
2023
Q2 		$16K Buy
+655
New +$15.9K ﹤0.01% 2845

Other funds holding OVLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amalgamated Bank's OVLY Position: Q1 2026 in Review

Amalgamated Bank sold out of Oak Valley Bancorp (OVLY) in Q1 2026, closing a stake of 215 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in OVLY in Q2 2023 and held it in 11 quarters. The position peaked at $18K in Q4 2023. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Amalgamated Bank reported no remaining Oak Valley Bancorp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 215 Oak Valley Bancorp shares in Q1 2026, an estimated $6K.
  • Amalgamated Bank first reported a position in Oak Valley Bancorp in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Oak Valley Bancorp position peaked at $18K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.