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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
Q2 		– Sell
-3
Closed -$97 – 2335
2026
Q1 		$97 Buy
+3
New +$96 ﹤0.01% 3289

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Root Financial Partners's OVLY Position: Q2 2026 in Review

Root Financial Partners sold out of Oak Valley Bancorp (OVLY) in Q2 2026, closing a stake of 3 shares — an estimated $97 sold.

Root Financial Partners first reported a position in OVLY in Q1 2026 and held it in 1 quarter. The position peaked at $97 in Q1 2026. 84 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Root Financial Partners reported no remaining Oak Valley Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3 Oak Valley Bancorp shares in Q2 2026, an estimated $97.
  • Root Financial Partners first reported a position in Oak Valley Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Oak Valley Bancorp position peaked at $97 in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.