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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's OVLY Position: Q1 2026 in Review

LPL Financial reduced its Oak Valley Bancorp (OVLY) stake by 11% in Q1 2026, selling an estimated $48.1K and leaving 12,275 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #4967.

LPL Financial first reported a position in OVLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q4 2025. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

LPL Financial held 12,275 shares of Oak Valley Bancorp worth $398K as of Q1 2026.
LPL Financial sold 1,500 Oak Valley Bancorp shares in Q1 2026, an estimated $48.1K.
Oak Valley Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4967 holding.
LPL Financial first reported a position in Oak Valley Bancorp in Q3 2024 and has held it in 7 quarters since.
LPL Financial's Oak Valley Bancorp position peaked at $414K in Q4 2025.
80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.