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Southland Equity Partners’s Oak Valley Bancorp OVLY Stock Holding History

Southland Equity 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
Q3 		$4.34M Buy
+129,010
New +$4.37M 0.75% 31

Other funds holding OVLY

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Southland Equity Partners's OVLY Position: Q3 2026 in Review

Southland Equity Partners opened a new position in Oak Valley Bancorp (OVLY) in Q3 2026: 129,010 shares worth $4.34M. The stake represents 0.75% of the portfolio and ranks #31 among its holdings.

5 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

  • Southland Equity Partners held 129,010 shares of Oak Valley Bancorp worth $4.34M as of Q3 2026.
  • Oak Valley Bancorp was a new Southland Equity Partners position in Q3 2026.
  • Oak Valley Bancorp made up 0.75% of Southland Equity Partners's portfolio in Q3 2026, its #31 holding.
  • 5 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.