LSV Asset Management
OVLY icon

LSV Asset Management’s Oak Valley Bancorp OVLY Stock Holding History

LSV Asset 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
Q2 		$209K Hold
6,200
– – ﹤0.01% 810
2026
Q1 		$201K Sell
6,200
-1,024
-14% -$32.8K ﹤0.01% 786
2025
Q4 		$217K Hold
7,224
– – ﹤0.01% 783
2025
Q3 		$204K Buy
7,224
+4,307
+148% +$121K ﹤0.01% 799
2025
Q2 		$79K Buy
+2,917
New +$74.3K ﹤0.01% 788

Other funds holding OVLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management's OVLY Position: Q2 2026 in Review

LSV Asset Management held its Oak Valley Bancorp (OVLY) position steady in Q2 2026 at 6,200 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

LSV Asset Management first reported a position in OVLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $217K in Q4 2025. 28 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • LSV Asset Management held 6,200 shares of Oak Valley Bancorp worth $209K as of Q2 2026.
  • LSV Asset Management left its Oak Valley Bancorp share count unchanged in Q2 2026.
  • Oak Valley Bancorp made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #810 holding.
  • LSV Asset Management first reported a position in Oak Valley Bancorp in Q2 2025 and has held it in 5 quarters since.
  • LSV Asset Management's Oak Valley Bancorp position peaked at $217K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.