SBI Securities
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SBI Securities’s Oak Valley Bancorp OVLY Stock Holding History

SBI Securities’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 		$135 Hold
4
– – ﹤0.01% 3511
2026
Q2 		$135 Hold
4
– – ﹤0.01% 3435
2026
Q1 		$130 Hold
4
– – ﹤0.01% 3347
2025
Q4 		$120 Hold
4
– – ﹤0.01% 3356
2025
Q3 		$113 Hold
4
– – ﹤0.01% 3484
2025
Q2 		$109 Sell
4
-193
-98% -$4.91K ﹤0.01% 3513
2025
Q1 		$4.92K Hold
197
– – ﹤0.01% 1907
2024
Q4 		$5.76K Buy
+197
New +$5.64K ﹤0.01% 1878

Other funds holding OVLY

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SBI Securities's OVLY Position: Q3 2026 in Review

SBI Securities held its Oak Valley Bancorp (OVLY) position steady in Q3 2026 at 4 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

SBI Securities first reported a position in OVLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.76K in Q4 2024. 11 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

  • SBI Securities held 4 shares of Oak Valley Bancorp worth $135 as of Q3 2026.
  • SBI Securities left its Oak Valley Bancorp share count unchanged in Q3 2026.
  • Oak Valley Bancorp made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3511 holding.
  • SBI Securities first reported a position in Oak Valley Bancorp in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Oak Valley Bancorp position peaked at $5.76K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.