IFP Advisors’s Oak Valley Bancorp OVLY Stock Holding History

IFP 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	$2.4K	Buy	71 +46	+184%	+$1.55K	﹤0.01%	4158
2026 Q1	$811	Hold	25	–	–	﹤0.01%	4281
2025 Q4	$752	Buy	25 +6	+32%	+$169	﹤0.01%	4161
2025 Q3	$535	Buy	19 +5	+36%	+$140	﹤0.01%	4155
2025 Q2	$381	Buy	+14	New	+$356	﹤0.01%	4500

Other funds holding OVLY

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's OVLY Position: Q2 2026 in Review

IFP Advisors increased its Oak Valley Bancorp (OVLY) stake by 184% in Q2 2026, buying an estimated $1.55K and bringing the position to 71 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4158.

IFP Advisors first reported a position in OVLY in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

IFP Advisors held 71 shares of Oak Valley Bancorp worth $2.4K as of Q2 2026.
IFP Advisors bought 46 Oak Valley Bancorp shares in Q2 2026, an estimated $1.55K.
Oak Valley Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4158 holding.
IFP Advisors first reported a position in Oak Valley Bancorp in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.