Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Oak Valley Bancorp OVLY Stock Holding History

Carson Wealth (CWM LLC)’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 		$109K Buy
3,375
+29
+0.9% +$930 ﹤0.01% 3184
2025
Q4 		$101K Buy
3,346
+66
+2% +$1.86K ﹤0.01% 3056
2025
Q3 		$92K Buy
3,280
+1,001
+44% +$28K ﹤0.01% 3048
2025
Q2 		$62K Buy
2,279
+167
+8% +$4.25K ﹤0.01% 3109
2025
Q1 		$53K Buy
2,112
+283
+15% +$7.39K ﹤0.01% 2939
2024
Q4 		$53K Buy
1,829
+33
+2% +$945 ﹤0.01% 2758
2024
Q3 		$48K Buy
1,796
+45
+3% +$1.17K ﹤0.01% 2722
2024
Q2 		$44K Buy
1,751
+20
+1% +$477 ﹤0.01% 2562
2024
Q1 		$43K Buy
1,731
+2
+0.1% +$51 ﹤0.01% 2399
2023
Q4 		$52K Hold
1,729
– – ﹤0.01% 2157
2023
Q3 		$43K Hold
1,729
– – ﹤0.01% 2160
2023
Q2 		$44K Hold
1,729
– – ﹤0.01% 2078
2023
Q1 		$41K Hold
1,729
– – ﹤0.01% 2016
2022
Q4 		$39K Hold
1,729
– – ﹤0.01% 1898
2022
Q3 		$31K Hold
1,729
– – ﹤0.01% 1941
2022
Q2 		$30K Hold
1,729
– – ﹤0.01% 1890
2022
Q1 		$32K Hold
1,729
– – ﹤0.01% 1814
2021
Q4 		$30K Buy
+1,729
New +$30.5K ﹤0.01% 1781
2021
Q2 		$31K Hold
1,729
– – ﹤0.01% 1603
2021
Q1 		$31K Hold
1,729
– – ﹤0.01% 1603
2020
Q4 		$31K Hold
1,729
– – ﹤0.01% 1603
2020
Q3 		$31K Hold
1,729
– – ﹤0.01% 1603
2020
Q2 		$31K Hold
1,729
– – ﹤0.01% 1603
2020
Q1 		$31K Hold
1,729
– – ﹤0.01% 1603
2019
Q4 		$31K Hold
1,729
– – ﹤0.01% 1603
2019
Q3 		$31K Hold
1,729
– – ﹤0.01% 1603
2019
Q2 		$31K Hold
1,729
– – ﹤0.01% 1603
2019
Q1 		$31K Buy
+1,729
New +$31.2K ﹤0.01% 1602

Other funds holding OVLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OVLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Oak Valley Bancorp (OVLY) stake by 0.87% in Q1 2026, buying an estimated $930 and bringing the position to 3,375 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Carson Wealth (CWM LLC) first reported a position in OVLY in Q1 2019 and has held it in 28 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,375 shares of Oak Valley Bancorp worth $109K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 29 Oak Valley Bancorp shares in Q1 2026, an estimated $930.
  • Oak Valley Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3184 holding.
  • Carson Wealth (CWM LLC) first reported a position in Oak Valley Bancorp in Q1 2019 and has held it in 28 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.