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Fourthstone LLC’s Oak Valley Bancorp OVLY Stock Holding History

Fourthstone LLC’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 		– Sell
-411,189
Closed -$13.3M – 53
2026
Q1 		$13.3M Buy
411,189
+105,788
+35% +$3.39M 2.26% 17
2025
Q4 		$9.18M Buy
305,401
+139,545
+84% +$3.94M 1.72% 20
2025
Q3 		$4.67M Buy
165,856
+24,456
+17% +$685K 0.84% 37
2025
Q2 		$3.85M Buy
141,400
+37,692
+36% +$960K 0.76% 37
2025
Q1 		$2.59M Buy
+103,708
New +$2.71M 0.64% 26
2024
Q4 		– Sell
-11,110
Closed -$295K – 79
2024
Q3 		$295K Buy
+11,110
New +$289K 0.07% 65
2023
Q4 		– Sell
-42,597
Closed -$1.07M – 87
2023
Q3 		$1.07M Buy
42,597
+24,332
+133% +$631K 0.24% 70
2023
Q2 		$460K Sell
18,265
-310,766
-94% -$7.55M 0.12% 57
2023
Q1 		$7.78M Buy
329,031
+131,248
+66% +$3.33M 2.74% 18
2022
Q4 		$4.48M Buy
+197,783
New +$3.88M 1.18% 27
2022
Q1 		– Sell
-24,284
Closed -$423K – 45
2021
Q4 		$423K Buy
24,284
+2,067
+9% +$36.4K 0.16% 43
2021
Q3 		$390K Buy
+22,217
New +$392K 0.16% 48
2020
Q1 		– Sell
-31,252
Closed -$608K – 58
2019
Q4 		$608K Buy
+31,252
New +$554K 0.57% 27

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

Fourthstone LLC's OVLY Position: Q2 2026 in Review

Fourthstone LLC sold out of Oak Valley Bancorp (OVLY) in Q2 2026, closing a stake of 411,189 shares — an estimated $13.3M sold.

Fourthstone LLC first reported a position in OVLY in Q4 2019 and held it in 13 quarters. The position peaked at $13.3M in Q1 2026. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Fourthstone LLC reported no remaining Oak Valley Bancorp position as of Q2 2026 after selling out during the quarter.
  • Fourthstone LLC sold 411,189 Oak Valley Bancorp shares in Q2 2026, an estimated $13.3M.
  • Fourthstone LLC first reported a position in Oak Valley Bancorp in Q4 2019 and held it in 13 quarters.
  • Fourthstone LLC's Oak Valley Bancorp position peaked at $13.3M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.