EP
OVLY icon

Essential Partners’s Oak Valley Bancorp OVLY Stock Holding History

Essential Partners’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 		$2.06K Sell
61
-91
-60% -$3.07K ﹤0.01% 1960
2026
Q1 		$4.93K Hold
152
– – ﹤0.01% 1580
2025
Q4 		$4.57K Buy
152
+7
+5% +$197 ﹤0.01% 1463
2025
Q3 		$4.08K Buy
145
+61
+73% +$1.71K ﹤0.01% 1503
2025
Q2 		$2.29K Buy
+84
New +$2.14K ﹤0.01% 1275

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

Essential Partners's OVLY Position: Q2 2026 in Review

Essential Partners reduced its Oak Valley Bancorp (OVLY) stake by 60% in Q2 2026, selling an estimated $3.07K and leaving 61 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Essential Partners first reported a position in OVLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.93K in Q1 2026. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Essential Partners held 61 shares of Oak Valley Bancorp worth $2.06K as of Q2 2026.
  • Essential Partners sold 91 Oak Valley Bancorp shares in Q2 2026, an estimated $3.07K.
  • Oak Valley Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1960 holding.
  • Essential Partners first reported a position in Oak Valley Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Oak Valley Bancorp position peaked at $4.93K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.