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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
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 $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

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

MAI Capital Management increased its Oak Valley Bancorp (OVLY) stake by 250% in Q1 2026, buying an estimated $160 and bringing the position to 7 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #4593.

MAI Capital Management first reported a position in OVLY in Q4 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • MAI Capital Management held 7 shares of Oak Valley Bancorp worth $228 as of Q1 2026.
  • MAI Capital Management bought 5 Oak Valley Bancorp shares in Q1 2026, an estimated $160.
  • Oak Valley Bancorp made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4593 holding.
  • MAI Capital Management first reported a position in Oak Valley Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.