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 Q3	$2.05K	Hold	61	–	–	﹤0.01%	1908
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's OVLY Position: Q3 2026 in Review

Essential Partners held its Oak Valley Bancorp (OVLY) position steady in Q3 2026 at 61 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Essential Partners first reported a position in OVLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.93K in Q1 2026. 10 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

Essential Partners held 61 shares of Oak Valley Bancorp worth $2.05K as of Q3 2026.
Essential Partners left its Oak Valley Bancorp share count unchanged in Q3 2026.
Oak Valley Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1908 holding.
Essential Partners first reported a position in Oak Valley Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Oak Valley Bancorp position peaked at $4.93K in Q1 2026.
10 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.