Marshall Wace
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Marshall Wace’s Oak Valley Bancorp OVLY Stock Holding History

Marshall Wace’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 		$311K Buy
+9,220
New +$311K ﹤0.01% 2705
2023
Q3 		– Sell
-12,715
Closed -$320K – 2551
2023
Q2 		$320K Buy
12,715
+3,497
+38% +$85K ﹤0.01% 2122
2023
Q1 		$218K Buy
+9,218
New +$234K ﹤0.01% 2394

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
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

Marshall Wace's OVLY Position: Q2 2026 in Review

Marshall Wace opened a new position in Oak Valley Bancorp (OVLY) in Q2 2026: 9,220 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #2705 among its holdings. This is a return to the name: Marshall Wace previously reported a position in OVLY as recently as Q2 2023.

Marshall Wace first reported a position in OVLY in Q1 2023 and has held it in 3 quarters since. The position peaked at $320K in Q2 2023. 84 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Marshall Wace held 9,220 shares of Oak Valley Bancorp worth $311K as of Q2 2026.
  • Oak Valley Bancorp was a new Marshall Wace position in Q2 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2705 holding.
  • Marshall Wace first reported a position in Oak Valley Bancorp in Q1 2023 and has held it in 3 quarters since.
  • Marshall Wace's Oak Valley Bancorp position peaked at $320K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.