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Rothschild Investment LLC’s Oak Valley Bancorp OVLY Stock Holding History

Rothschild Investment LLC’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 		$195 Buy
6
+3
+100% +$96 ﹤0.01% 3312
2025
Q4 		$90 Buy
3
+1
+50% +$28 ﹤0.01% 3213
2025
Q3 		$56 Buy
+2
New +$56 ﹤0.01% 3086

Other funds holding OVLY

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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

Rothschild Investment LLC's OVLY Position: Q1 2026 in Review

Rothschild Investment LLC increased its Oak Valley Bancorp (OVLY) stake by 100% in Q1 2026, buying an estimated $96 and bringing the position to 6 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Rothschild Investment LLC first reported a position in OVLY in Q3 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • Rothschild Investment LLC held 6 shares of Oak Valley Bancorp worth $195 as of Q1 2026.
  • Rothschild Investment LLC bought 3 Oak Valley Bancorp shares in Q1 2026, an estimated $96.
  • Oak Valley Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3312 holding.
  • Rothschild Investment LLC first reported a position in Oak Valley Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.