Citigroup
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Citigroup’s Oak Valley Bancorp OVLY Stock Holding History

Citigroup’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 		$113K Buy
3,336
+3,018
+949% +$102K ﹤0.01% 4614
2026
Q1 		$10.3K Buy
318
+154
+94% +$4.94K ﹤0.01% 5025
2025
Q4 		$4.93K Sell
164
-675
-80% -$19K ﹤0.01% 5248
2025
Q3 		$23.6K Sell
839
-2,125
-72% -$59.5K ﹤0.01% 4769
2025
Q2 		$80.7K Sell
2,964
-2,252
-43% -$57.3K ﹤0.01% 4519
2025
Q1 		$130K Sell
5,216
-390
-7% -$10.2K ﹤0.01% 4442
2024
Q4 		$164K Buy
5,606
+366
+7% +$10.5K ﹤0.01% 4532
2024
Q3 		$139K Buy
5,240
+3,483
+198% +$90.5K ﹤0.01% 4600
2024
Q2 		$43.9K Buy
1,757
+397
+29% +$9.48K ﹤0.01% 4666
2024
Q1 		$33.7K Buy
1,360
+386
+40% +$9.83K ﹤0.01% 4833
2023
Q4 		$29.2K Buy
974
+958
+5,988% +$25.1K ﹤0.01% 4819
2023
Q3 		$401 Sell
16
-1,988
-99% -$51.5K ﹤0.01% 5236
2023
Q2 		$50.5K Sell
2,004
-1,742
-47% -$42.3K ﹤0.01% 4642
2023
Q1 		$88.6K Buy
+3,746
New +$95K ﹤0.01% 4073
2021
Q3 		– Sell
-1
Closed – – 6151
2021
Q2 		$0 Sell
1
-452
-100% -$8.05K ﹤0.01% 6328
2021
Q1 		$8K Sell
453
-957
-68% -$16.2K ﹤0.01% 5766
2020
Q4 		$23K Buy
1,410
+1,080
+327% +$17.7K ﹤0.01% 6564
2020
Q3 		$4K Sell
330
-658
-67% -$8.56K ﹤0.01% 7137
2020
Q2 		$13K Sell
988
-803
-45% -$10.7K ﹤0.01% 6916
2020
Q1 		$28K Buy
1,791
+419
+31% +$7.17K ﹤0.01% 6458
2019
Q4 		$27K Buy
1,372
+419
+44% +$7.42K ﹤0.01% 6776
2019
Q3 		$16K Sell
953
-804
-46% -$14.4K ﹤0.01% 6860
2019
Q2 		$35K Buy
1,757
+35
+2% +$671 ﹤0.01% 6758
2019
Q1 		$31K Sell
1,722
-140
-8% -$2.52K ﹤0.01% 6718
2018
Q4 		$34K Sell
1,862
-44
-2% -$806 ﹤0.01% 6536
2018
Q3 		$37K Buy
1,906
+538
+39% +$11.3K ﹤0.01% 6752
2018
Q2 		$31K Buy
+1,368
New +$29.1K ﹤0.01% 6651

Other funds holding OVLY

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Citigroup's OVLY Position: Q2 2026 in Review

Citigroup increased its Oak Valley Bancorp (OVLY) stake by 949% in Q2 2026, buying an estimated $102K and bringing the position to 3,336 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #4614.

Citigroup first reported a position in OVLY in Q2 2018 and has held it in 27 quarters since. The position peaked at $164K in Q4 2024. 13 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Citigroup held 3,336 shares of Oak Valley Bancorp worth $113K as of Q2 2026.
  • Citigroup bought 3,018 Oak Valley Bancorp shares in Q2 2026, an estimated $102K.
  • Oak Valley Bancorp made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4614 holding.
  • Citigroup first reported a position in Oak Valley Bancorp in Q2 2018 and has held it in 27 quarters since.
  • Citigroup's Oak Valley Bancorp position peaked at $164K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.