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Arax Advisory Partners’s Oak Valley Bancorp OVLY Stock Holding History

Arax Advisory Partners’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 		$97 Buy
+3
New +$96 ﹤0.01% 3616
2025
Q4 		– Sell
-1,119
Closed -$31.5K – 4416
2025
Q3 		$31.5K Buy
+1,119
New +$31.4K ﹤0.01% 2062
2025
Q1 		– Sell
-8
Closed -$234 – 2946
2024
Q4 		$234 Hold
8
– – ﹤0.01% 2382
2024
Q3 		$213 Hold
8
– – ﹤0.01% 2510
2024
Q2 		$200 Buy
+8
New +$191 ﹤0.01% 2441

Other funds holding OVLY

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Arax Advisory Partners's OVLY Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in Oak Valley Bancorp (OVLY) in Q1 2026: 3 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #3616 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in OVLY as recently as Q3 2025.

Arax Advisory Partners first reported a position in OVLY in Q2 2024 and has held it in 5 quarters since. The position peaked at $31.5K in Q3 2025. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Arax Advisory Partners held 3 shares of Oak Valley Bancorp worth $97 as of Q1 2026.
  • Oak Valley Bancorp was a new Arax Advisory Partners position in Q1 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3616 holding.
  • Arax Advisory Partners first reported a position in Oak Valley Bancorp in Q2 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's Oak Valley Bancorp position peaked at $31.5K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.