Root Financial Partners
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Root Financial Partners’s Oak Valley Bancorp OVLY Stock Holding History

Root Financial Partners’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
Q3 		$101 Buy
+3
New +$102 ﹤0.01% 3645
2026
Q2 		– Sell
-3
Closed -$97 – 2335
2026
Q1 		$97 Buy
+3
New +$96 ﹤0.01% 3289

Other funds holding OVLY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Root Financial Partners's OVLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Oak Valley Bancorp (OVLY) in Q3 2026: 3 shares worth $101. The stake represents ﹤0.01% of the portfolio and ranks #3645 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OVLY as recently as Q1 2026.

Root Financial Partners first reported a position in OVLY in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

  • Root Financial Partners held 3 shares of Oak Valley Bancorp worth $101 as of Q3 2026.
  • Oak Valley Bancorp was a new Root Financial Partners position in Q3 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3645 holding.
  • Root Financial Partners first reported a position in Oak Valley Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.