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Farther Finance Advisors’s Oak Valley Bancorp OVLY Stock Holding History

Farther Finance Advisors’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 		$539 Buy
16
+6
+60% +$202 ﹤0.01% 5519
2026
Q1 		$329 Hold
10
– – ﹤0.01% 5356
2025
Q4 		$301 Sell
10
-389
-97% -$11K ﹤0.01% 5139
2025
Q3 		$11.2K Buy
+399
New +$11.2K ﹤0.01% 3394

Other funds holding OVLY

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's OVLY Position: Q2 2026 in Review

Farther Finance Advisors increased its Oak Valley Bancorp (OVLY) stake by 60% in Q2 2026, buying an estimated $202 and bringing the position to 16 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #5519.

Farther Finance Advisors first reported a position in OVLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q3 2025. 6 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Farther Finance Advisors held 16 shares of Oak Valley Bancorp worth $539 as of Q2 2026.
  • Farther Finance Advisors bought 6 Oak Valley Bancorp shares in Q2 2026, an estimated $202.
  • Oak Valley Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5519 holding.
  • Farther Finance Advisors first reported a position in Oak Valley Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Oak Valley Bancorp position peaked at $11.2K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.