Cresset Asset Management’s Oak Valley Bancorp OVLY Stock Holding History

Cresset Asset Management’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	$4.73M	Hold	140,282	–	–	0.02%	431
2026 Q1	$4.55M	Hold	140,282	–	–	0.02%	391
2025 Q4	$4.22M	Hold	140,282	–	–	0.02%	401
2025 Q3	$3.95M	Hold	140,282	–	–	0.02%	392
2025 Q2	$3.82M	Hold	140,282	–	–	0.02%	375
2025 Q1	$3.5M	Hold	140,282	–	–	0.02%	407
2024 Q4	$4.1M	Hold	140,282	–	–	0.02%	388
2024 Q3	$3.73M	Sell	140,282 -3,124	-2%	-$81.2K	0.01%	536
2024 Q2	$3.58M	Buy	+143,406	New	+$3.42M	0.02%	506

Other funds holding OVLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cresset Asset Management's OVLY Position: Q2 2026 in Review

Cresset Asset Management held its Oak Valley Bancorp (OVLY) position steady in Q2 2026 at 140,282 shares worth $4.73M. The position accounts for 0.02% of the portfolio, ranked #431.

Cresset Asset Management first reported a position in OVLY in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

Cresset Asset Management held 140,282 shares of Oak Valley Bancorp worth $4.73M as of Q2 2026.
Cresset Asset Management left its Oak Valley Bancorp share count unchanged in Q2 2026.
Oak Valley Bancorp made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #431 holding.
Cresset Asset Management first reported a position in Oak Valley Bancorp in Q2 2024 and has held it in 9 quarters since.
85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.