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EA Series Trust’s Oak Valley Bancorp OVLY Stock Holding History

EA Series Trust’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
2023
Q2 		$661K Buy
+26,258
New +$638K 0.02% 738

Other funds holding OVLY

SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EA Series Trust's OVLY Position: Q2 2023 in Review

EA Series Trust opened a new position in Oak Valley Bancorp (OVLY) in Q2 2023: 26,258 shares worth $661K. The stake represents 0.02% of the portfolio and ranks #738 among its holdings.

53 funds tracked by Wall St. Rank hold OVLY as of Q2 2023.

  • EA Series Trust held 26,258 shares of Oak Valley Bancorp worth $661K as of Q2 2023.
  • Oak Valley Bancorp was a new EA Series Trust position in Q2 2023.
  • Oak Valley Bancorp made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #738 holding.
  • 53 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.