EF
OVLY icon

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
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 $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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

Empowered Funds's OVLY Position: Q1 2026 in Review

Empowered Funds opened a new position in Oak Valley Bancorp (OVLY) in Q1 2026: 20,615 shares worth $669K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: Empowered Funds previously reported a position in OVLY as recently as Q3 2025.

Empowered Funds first reported a position in OVLY in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Empowered Funds held 20,615 shares of Oak Valley Bancorp worth $669K as of Q1 2026.
  • Oak Valley Bancorp was a new Empowered Funds position in Q1 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1547 holding.
  • Empowered Funds first reported a position in Oak Valley Bancorp in Q2 2023 and has held it in 11 quarters since.
  • Empowered Funds's Oak Valley Bancorp position peaked at $1.05M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.