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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
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 $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fourthstone LLC's OVLY Position: Q1 2026 in Review

Fourthstone LLC increased its Oak Valley Bancorp (OVLY) stake by 35% in Q1 2026, buying an estimated $3.39M and bringing the position to 411,189 shares worth $13.3M. The position accounts for 2.26% of the portfolio, ranked #17.

Fourthstone LLC first reported a position in OVLY in Q4 2019 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Fourthstone LLC held 411,189 shares of Oak Valley Bancorp worth $13.3M as of Q1 2026.
  • Fourthstone LLC bought 105,788 Oak Valley Bancorp shares in Q1 2026, an estimated $3.39M.
  • Oak Valley Bancorp made up 2.26% of Fourthstone LLC's portfolio in Q1 2026, its #17 holding.
  • Fourthstone LLC first reported a position in Oak Valley Bancorp in Q4 2019 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Fourthstone LLC's 13F filing for Q1 2026, filed 15 May 2026.