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 Q3	$236	Buy	7 +3	+75%	+$102	﹤0.01%	2320
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design's OVLY Position: Q3 2026 in Review

True Wealth Design increased its Oak Valley Bancorp (OVLY) stake by 75% in Q3 2026, buying an estimated $102 and bringing the position to 7 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

True Wealth Design first reported a position in OVLY in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold OVLY as of Q3 2026.

True Wealth Design held 7 shares of Oak Valley Bancorp worth $236 as of Q3 2026.
True Wealth Design bought 3 Oak Valley Bancorp shares in Q3 2026, an estimated $102.
Oak Valley Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2320 holding.
True Wealth Design first reported a position in Oak Valley Bancorp in Q1 2025 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.