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Sierra Ocean’s Oak Valley Bancorp OVLY Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-5,573
Closed -$152K – 681
2025
Q2 		$152K Hold
5,573
– – 0.11% 81
2025
Q1 		$139K Hold
5,573
– – 0.11% 82
2024
Q4 		$163K Buy
+5,573
New +$160K 0.13% 70

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sierra Ocean's OVLY Position: Q3 2025 in Review

Sierra Ocean sold out of Oak Valley Bancorp (OVLY) in Q3 2025, closing a stake of 5,573 shares — an estimated $152K sold.

Sierra Ocean first reported a position in OVLY in Q4 2024 and held it in 3 quarters. The position peaked at $163K in Q4 2024. 74 funds tracked by Wall St. Rank hold OVLY as of Q3 2025.

  • Sierra Ocean reported no remaining Oak Valley Bancorp position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 5,573 Oak Valley Bancorp shares in Q3 2025, an estimated $152K.
  • Sierra Ocean first reported a position in Oak Valley Bancorp in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Oak Valley Bancorp position peaked at $163K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.