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

MAI 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
Q2 		– Sell
-7
Closed -$228 – 3912
2026
Q1 		$228 Buy
7
+5
+250% +$160 ﹤0.01% 4593
2025
Q4 		$61 Buy
+2
New +$56 ﹤0.01% 4217

Other funds holding OVLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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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

MAI Capital Management's OVLY Position: Q2 2026 in Review

MAI Capital Management sold out of Oak Valley Bancorp (OVLY) in Q2 2026, closing a stake of 7 shares — an estimated $228 sold.

MAI Capital Management first reported a position in OVLY in Q4 2025 and held it in 2 quarters. The position peaked at $228 in Q1 2026. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • MAI Capital Management reported no remaining Oak Valley Bancorp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 7 Oak Valley Bancorp shares in Q2 2026, an estimated $228.
  • MAI Capital Management first reported a position in Oak Valley Bancorp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Oak Valley Bancorp position peaked at $228 in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.