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OVLY icon

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
Q2 		$0 Sell
13
-5
-28% -$168 ﹤0.01% 2750
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Covestor's OVLY Position: Q2 2026 in Review

Covestor reduced its Oak Valley Bancorp (OVLY) stake by 28% in Q2 2026, selling an estimated $168 and leaving 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Covestor first reported a position in OVLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2K in Q2 2024. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Covestor held 13 shares of Oak Valley Bancorp worth $0 as of Q2 2026.
  • Covestor sold 5 Oak Valley Bancorp shares in Q2 2026, an estimated $168.
  • Oak Valley Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2750 holding.
  • Covestor first reported a position in Oak Valley Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Covestor's Oak Valley Bancorp position peaked at $2K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.