True Wealth Design’s Oak Valley Bancorp OVLY Stock Holding History

True Wealth Design’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	$135	Sell	4 -1	-20%	-$34	﹤0.01%	2507
2026 Q1	$163	Hold	5	–	–	﹤0.01%	2376
2025 Q4	$151	Sell	5 -1	-17%	-$28	﹤0.01%	2275
2025 Q3	$170	Buy	6 +5	+500%	+$140	﹤0.01%	2343
2025 Q2	$28	Sell	1 -3	-75%	-$76	﹤0.01%	2479
2025 Q1	$100	Buy	+4	New	+$104	﹤0.01%	2197

Other funds holding OVLY

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's OVLY Position: Q2 2026 in Review

True Wealth Design reduced its Oak Valley Bancorp (OVLY) stake by 20% in Q2 2026, selling an estimated $34 and leaving 4 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

True Wealth Design first reported a position in OVLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $170 in Q3 2025. 4 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

True Wealth Design held 4 shares of Oak Valley Bancorp worth $135 as of Q2 2026.
True Wealth Design sold 1 Oak Valley Bancorp share in Q2 2026, an estimated $34.
Oak Valley Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2507 holding.
True Wealth Design first reported a position in Oak Valley Bancorp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Oak Valley Bancorp position peaked at $170 in Q3 2025.
4 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.