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Principal Securities’s Oak Valley Bancorp OVLY Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-126
Closed -$3.55K – 2846
2025
Q3 		$3.55K Hold
126
– – ﹤0.01% 3063
2025
Q2 		$3.43K Sell
126
-11
-8% -$280 ﹤0.01% 2978
2025
Q1 		$4.01K Hold
137
– – ﹤0.01% 2846
2024
Q4 		$4.01K Sell
137
-36
-21% -$1.03K ﹤0.01% 2843
2024
Q3 		$4.6K Sell
173
-9
-5% -$234 ﹤0.01% 2701
2024
Q2 		$4.54K Hold
182
– – ﹤0.01% 2674
2024
Q1 		$4.51K Hold
182
– – ﹤0.01% 2638
2023
Q4 		$5.45K Buy
+182
New +$4.76K ﹤0.01% 2505

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's OVLY Position: Q4 2025 in Review

Principal Securities sold out of Oak Valley Bancorp (OVLY) in Q4 2025, closing a stake of 126 shares — an estimated $3.55K sold.

Principal Securities first reported a position in OVLY in Q4 2023 and held it in 8 quarters. The position peaked at $5.45K in Q4 2023. 74 funds tracked by Wall St. Rank hold OVLY as of Q4 2025.

  • Principal Securities reported no remaining Oak Valley Bancorp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 126 Oak Valley Bancorp shares in Q4 2025, an estimated $3.55K.
  • Principal Securities first reported a position in Oak Valley Bancorp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Oak Valley Bancorp position peaked at $5.45K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.