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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
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cresset Asset Management's OVLY Position: Q1 2026 in Review

Cresset Asset Management held its Oak Valley Bancorp (OVLY) position steady in Q1 2026 at 140,282 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #391.

Cresset Asset Management first reported a position in OVLY in Q2 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Cresset Asset Management held 140,282 shares of Oak Valley Bancorp worth $4.55M as of Q1 2026.
  • Cresset Asset Management left its Oak Valley Bancorp share count unchanged in Q1 2026.
  • Oak Valley Bancorp made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #391 holding.
  • Cresset Asset Management first reported a position in Oak Valley Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.