HSBC Holdings
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HSBC Holdings’s Oak Valley Bancorp OVLY Stock Holding History

HSBC Holdings’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 		$701K Sell
21,501
-2,012
-9% -$64.5K ﹤0.01% 2049
2025
Q4 		$716K Buy
23,513
+2,138
+10% +$60.3K ﹤0.01% 2129
2025
Q3 		$604K Buy
21,375
+6,338
+42% +$178K ﹤0.01% 2012
2025
Q2 		$409K Buy
15,037
+2,603
+21% +$66.3K ﹤0.01% 2262
2025
Q1 		$314K Buy
12,434
+3,104
+33% +$81.1K ﹤0.01% 2346
2024
Q4 		$281K Buy
9,330
+803
+9% +$23K ﹤0.01% 2531
2024
Q3 		$230K Buy
+8,527
New +$222K ﹤0.01% 2527
2019
Q4 		– Sell
-12,214
Closed -$205K – 3149
2019
Q3 		$205K Buy
+12,214
New +$219K ﹤0.01% 2853

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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

HSBC Holdings's OVLY Position: Q1 2026 in Review

HSBC Holdings reduced its Oak Valley Bancorp (OVLY) stake by 8.6% in Q1 2026, selling an estimated $64.5K and leaving 21,501 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

HSBC Holdings first reported a position in OVLY in Q3 2019 and has held it in 8 quarters since. The position peaked at $716K in Q4 2025. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • HSBC Holdings held 21,501 shares of Oak Valley Bancorp worth $701K as of Q1 2026.
  • HSBC Holdings sold 2,012 Oak Valley Bancorp shares in Q1 2026, an estimated $64.5K.
  • Oak Valley Bancorp made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2049 holding.
  • HSBC Holdings first reported a position in Oak Valley Bancorp in Q3 2019 and has held it in 8 quarters since.
  • HSBC Holdings's Oak Valley Bancorp position peaked at $716K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.