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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
Q2 		$675 Buy
20
+14
+233% +$472 ﹤0.01% 3194
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rothschild Investment LLC's OVLY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Oak Valley Bancorp (OVLY) stake by 233% in Q2 2026, buying an estimated $472 and bringing the position to 20 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Rothschild Investment LLC first reported a position in OVLY in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Rothschild Investment LLC held 20 shares of Oak Valley Bancorp worth $675 as of Q2 2026.
  • Rothschild Investment LLC bought 14 Oak Valley Bancorp shares in Q2 2026, an estimated $472.
  • Oak Valley Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3194 holding.
  • Rothschild Investment LLC first reported a position in Oak Valley Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.