Stephens Inc’s Oak Valley Bancorp OVLY Stock Holding History

Stephens Inc’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
2023 Q2	–	Sell	-8,762	Closed	-$207K	–	1272
2023 Q1	$207K	Buy	+8,762	New	+$222K	﹤0.01%	1022

Other funds holding OVLY

SCP

Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Inc's OVLY Position: Q2 2023 in Review

Stephens Inc sold out of Oak Valley Bancorp (OVLY) in Q2 2023, closing a stake of 8,762 shares — an estimated $207K sold.

Stephens Inc first reported a position in OVLY in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 53 funds tracked by Wall St. Rank hold OVLY as of Q2 2023.

Stephens Inc reported no remaining Oak Valley Bancorp position as of Q2 2023 after selling out during the quarter.
Stephens Inc sold 8,762 Oak Valley Bancorp shares in Q2 2023, an estimated $207K.
Stephens Inc first reported a position in Oak Valley Bancorp in Q1 2023 and held it in 1 quarter.
Stephens Inc's Oak Valley Bancorp position peaked at $207K in Q1 2023.
53 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2023.

Based on Stephens Inc's 13F filing for Q2 2023, filed 14 Aug 2023.