LPL Financial
OVLY icon

LPL Financial’s Oak Valley Bancorp OVLY Stock Holding History

LPL Financial’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 		$493K Buy
14,597
+2,322
+19% +$78.2K ﹤0.01% 5040
2026
Q1 		$398K Sell
12,275
-1,500
-11% -$48.1K ﹤0.01% 4967
2025
Q4 		$414K Buy
13,775
+1,300
+10% +$36.7K ﹤0.01% 4891
2025
Q3 		$351K Buy
12,475
+3,051
+32% +$85.5K ﹤0.01% 4920
2025
Q2 		$257K Sell
9,424
-1,784
-16% -$45.4K ﹤0.01% 4892
2025
Q1 		$280K Hold
11,208
– – ﹤0.01% 4625
2024
Q4 		$328K Sell
11,208
-1,951
-15% -$55.9K ﹤0.01% 4448
2024
Q3 		$350K Buy
+13,159
New +$342K ﹤0.01% 4300

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
Siena Capital Partners
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
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

LPL Financial's OVLY Position: Q2 2026 in Review

LPL Financial increased its Oak Valley Bancorp (OVLY) stake by 19% in Q2 2026, buying an estimated $78.2K and bringing the position to 14,597 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #5040.

LPL Financial first reported a position in OVLY in Q3 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • LPL Financial held 14,597 shares of Oak Valley Bancorp worth $493K as of Q2 2026.
  • LPL Financial bought 2,322 Oak Valley Bancorp shares in Q2 2026, an estimated $78.2K.
  • Oak Valley Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5040 holding.
  • LPL Financial first reported a position in Oak Valley Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.