IFP Advisors
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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
Q3 		$2.76K Buy
82
+11
+15% +$373 ﹤0.01% 4085
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

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's OVLY Position: Q3 2026 in Review

IFP Advisors increased its Oak Valley Bancorp (OVLY) stake by 15% in Q3 2026, buying an estimated $373 and bringing the position to 82 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

IFP Advisors first reported a position in OVLY in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

  • IFP Advisors held 82 shares of Oak Valley Bancorp worth $2.76K as of Q3 2026.
  • IFP Advisors bought 11 Oak Valley Bancorp shares in Q3 2026, an estimated $373.
  • Oak Valley Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4085 holding.
  • IFP Advisors first reported a position in Oak Valley Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.