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Covestor’s Oak Valley Bancorp OVLY Stock Holding History

Covestor’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 		$1K Sell
18
-8
-31% -$256 ﹤0.01% 2108
2025
Q4 		$1K Buy
26
+11
+73% +$310 ﹤0.01% 2132
2025
Q3 		$0 Sell
15
-1
-6% -$28 ﹤0.01% 2629
2025
Q2 		$0 Sell
16
-2
-11% -$51 ﹤0.01% 2603
2025
Q1 		$0 Sell
18
-18
-50% -$470 ﹤0.01% 2589
2024
Q4 		$1K Sell
36
-15
-29% -$429 ﹤0.01% 2101
2024
Q3 		$1K Sell
51
-29
-36% -$754 ﹤0.01% 2060
2024
Q2 		$2K Buy
80
+25
+45% +$597 ﹤0.01% 1873
2024
Q1 		$1K Buy
55
+38
+224% +$968 ﹤0.01% 2058
2023
Q4 		$1K Sell
17
-1
-6% -$26 ﹤0.01% 2011
2023
Q3 		$0 Buy
+18
New +$466 ﹤0.01% 2540

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

Covestor's OVLY Position: Q1 2026 in Review

Covestor reduced its Oak Valley Bancorp (OVLY) stake by 31% in Q1 2026, selling an estimated $256 and leaving 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Covestor first reported a position in OVLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2K in Q2 2024. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Covestor held 18 shares of Oak Valley Bancorp worth $1K as of Q1 2026.
  • Covestor sold 8 Oak Valley Bancorp shares in Q1 2026, an estimated $256.
  • Oak Valley Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2108 holding.
  • Covestor first reported a position in Oak Valley Bancorp in Q3 2023 and has held it in 11 quarters since.
  • Covestor's Oak Valley Bancorp position peaked at $2K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.