RFP
OVLY icon

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
Q1 		$97 Buy
+3
New +$96 ﹤0.01% 3289

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

Root Financial Partners's OVLY Position: Q1 2026 in Review

Root Financial Partners opened a new position in Oak Valley Bancorp (OVLY) in Q1 2026: 3 shares worth $97. The stake represents ﹤0.01% of the portfolio and ranks #3289 among its holdings.

80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Root Financial Partners held 3 shares of Oak Valley Bancorp worth $97 as of Q1 2026.
  • Oak Valley Bancorp was a new Root Financial Partners position in Q1 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3289 holding.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.