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Integrated Wealth Concepts’s Oak Valley Bancorp OVLY Stock Holding History

Integrated Wealth Concepts’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 		$5.84K Buy
+173
New +$5.83K ﹤0.01% 4892

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

Integrated Wealth Concepts's OVLY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Oak Valley Bancorp (OVLY) in Q2 2026: 173 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #4892 among its holdings.

85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Integrated Wealth Concepts held 173 shares of Oak Valley Bancorp worth $5.84K as of Q2 2026.
  • Oak Valley Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4892 holding.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.