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Empowered Funds’s Oak Valley Bancorp OVLY Stock Holding History

Empowered Funds’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 		$527K Sell
15,615
-5,000
-24% -$168K ﹤0.01% 1662
2026
Q1 		$669K Buy
+20,615
New +$661K ﹤0.01% 1547
2025
Q4 		– Sell
-22,615
Closed -$637K – 1643
2025
Q3 		$637K Sell
22,615
-2,909
-11% -$81.5K 0.01% 1318
2025
Q2 		$695K Sell
25,524
-424
-2% -$10.8K 0.01% 1210
2025
Q1 		$648K Sell
25,948
-9,853
-28% -$257K 0.01% 1129
2024
Q4 		$1.05M Sell
35,801
-2,203
-6% -$63.1K 0.02% 958
2024
Q3 		$1.01M Buy
38,004
+1,876
+5% +$48.8K 0.02% 894
2024
Q2 		$902K Buy
36,128
+2,520
+7% +$60.2K 0.02% 893
2024
Q1 		$833K Buy
33,608
+2,450
+8% +$62.4K 0.02% 948
2023
Q4 		$933K Buy
31,158
+2,688
+9% +$70.4K 0.02% 794
2023
Q3 		$714K Buy
28,470
+2,212
+8% +$57.3K 0.02% 787
2023
Q2 		$661K Buy
+26,258
New +$638K 0.02% 738

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

Empowered Funds's OVLY Position: Q2 2026 in Review

Empowered Funds reduced its Oak Valley Bancorp (OVLY) stake by 24% in Q2 2026, selling an estimated $168K and leaving 15,615 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Empowered Funds first reported a position in OVLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2024. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Empowered Funds held 15,615 shares of Oak Valley Bancorp worth $527K as of Q2 2026.
  • Empowered Funds sold 5,000 Oak Valley Bancorp shares in Q2 2026, an estimated $168K.
  • Oak Valley Bancorp made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1662 holding.
  • Empowered Funds first reported a position in Oak Valley Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Empowered Funds's Oak Valley Bancorp position peaked at $1.05M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.