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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
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
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

Caldwell Sutter Capital's OVLY Position: Q1 2026 in Review

Caldwell Sutter Capital held its Oak Valley Bancorp (OVLY) position steady in Q1 2026 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Caldwell Sutter Capital first reported a position in OVLY in Q1 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Caldwell Sutter Capital held 1 share of Oak Valley Bancorp worth $32 as of Q1 2026.
  • Caldwell Sutter Capital left its Oak Valley Bancorp share count unchanged in Q1 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #875 holding.
  • Caldwell Sutter Capital first reported a position in Oak Valley Bancorp in Q1 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.