Caldwell Sutter Capital’s Oak Valley Bancorp OVLY Stock Holding History

Caldwell Sutter Capital’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 Q2	$34	Hold	1	–	–	﹤0.01%	915
2026 Q1	$32	Hold	1	–	–	﹤0.01%	875
2025 Q4	$30	Hold	1	–	–	﹤0.01%	864
2025 Q3	$28	Hold	1	–	–	﹤0.01%	857
2025 Q2	$27	Hold	1	–	–	﹤0.01%	842
2025 Q1	$25	Hold	1	–	–	﹤0.01%	876
2024 Q4	$29	Hold	1	–	–	﹤0.01%	885
2024 Q3	$27	Hold	1	–	–	﹤0.01%	894
2024 Q2	$25	Hold	1	–	–	﹤0.01%	906
2024 Q1	$25	Hold	1	–	–	﹤0.01%	904
2023 Q4	$30	Hold	1	–	–	﹤0.01%	941
2023 Q3	$25	Hold	1	–	–	﹤0.01%	875
2023 Q2	$25	Hold	1	–	–	﹤0.01%	853
2023 Q1	$24	Buy	+1	New	+$25	﹤0.01%	562

Other funds holding OVLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caldwell Sutter Capital's OVLY Position: Q2 2026 in Review

Caldwell Sutter Capital held its Oak Valley Bancorp (OVLY) position steady in Q2 2026 at 1 share worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Caldwell Sutter Capital first reported a position in OVLY in Q1 2023 and has held it in 14 quarters since. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

Caldwell Sutter Capital held 1 share of Oak Valley Bancorp worth $34 as of Q2 2026.
Caldwell Sutter Capital left its Oak Valley Bancorp share count unchanged in Q2 2026.
Oak Valley Bancorp made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #915 holding.
Caldwell Sutter Capital first reported a position in Oak Valley Bancorp in Q1 2023 and has held it in 14 quarters since.
85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.