UBS AM’s Oak Valley Bancorp OVLY Stock Holding History

UBS AM’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	$6.04K	Hold	179	–	–	﹤0.01%	3370
2026 Q1	$5.8K	Buy	179 +163	+1,019%	+$5.23K	﹤0.01%	3432
2025 Q4	$481	Buy	+16	New	+$451	﹤0.01%	3237

Other funds holding OVLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCP

Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM's OVLY Position: Q2 2026 in Review

UBS AM held its Oak Valley Bancorp (OVLY) position steady in Q2 2026 at 179 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

UBS AM first reported a position in OVLY in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

UBS AM held 179 shares of Oak Valley Bancorp worth $6.04K as of Q2 2026.
UBS AM left its Oak Valley Bancorp share count unchanged in Q2 2026.
Oak Valley Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3370 holding.
UBS AM first reported a position in Oak Valley Bancorp in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.