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Clearstead Advisors’s Oak Valley Bancorp OVLY Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-4
Closed -$113 – 3118
2025
Q3 		$113 Buy
+4
New +$112 ﹤0.01% 2922

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Advisors's OVLY Position: Q4 2025 in Review

Clearstead Advisors sold out of Oak Valley Bancorp (OVLY) in Q4 2025, closing a stake of 4 shares — an estimated $113 sold.

Clearstead Advisors first reported a position in OVLY in Q3 2025 and held it in 1 quarter. The position peaked at $113 in Q3 2025. 74 funds tracked by Wall St. Rank hold OVLY as of Q4 2025.

  • Clearstead Advisors reported no remaining Oak Valley Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 4 Oak Valley Bancorp shares in Q4 2025, an estimated $113.
  • Clearstead Advisors first reported a position in Oak Valley Bancorp in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Oak Valley Bancorp position peaked at $113 in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.