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Legato Capital Management’s Oak Valley Bancorp OVLY Stock Holding History

Legato Capital Management’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 		$224K Hold
6,897
– – 0.02% 680
2025
Q4 		$207K Buy
+6,897
New +$195K 0.02% 710
2025
Q1 		– Sell
-7,245
Closed -$212K – 607
2024
Q4 		$212K Buy
+7,245
New +$207K 0.03% 521

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

Legato Capital Management's OVLY Position: Q1 2026 in Review

Legato Capital Management held its Oak Valley Bancorp (OVLY) position steady in Q1 2026 at 6,897 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #680.

Legato Capital Management first reported a position in OVLY in Q4 2024 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Legato Capital Management held 6,897 shares of Oak Valley Bancorp worth $224K as of Q1 2026.
  • Legato Capital Management left its Oak Valley Bancorp share count unchanged in Q1 2026.
  • Oak Valley Bancorp made up 0.02% of Legato Capital Management's portfolio in Q1 2026, its #680 holding.
  • Legato Capital Management first reported a position in Oak Valley Bancorp in Q4 2024 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.