UBS Group
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UBS Group’s Oak Valley Bancorp OVLY Stock Holding History

UBS Group’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
Q1 		$194K Sell
5,986
-782
-12% -$25.1K ﹤0.01% 6655
2025
Q4 		$203K Sell
6,768
-1,607
-19% -$45.3K ﹤0.01% 6572
2025
Q3 		$236K Sell
8,375
-170
-2% -$4.76K ﹤0.01% 6580
2025
Q2 		$233K Sell
8,545
-1,640
-16% -$41.7K ﹤0.01% 6619
2025
Q1 		$254K Buy
10,185
+309
+3% +$8.07K ﹤0.01% 6371
2024
Q4 		$289K Buy
9,876
+614
+7% +$17.6K ﹤0.01% 6220
2024
Q3 		$246K Buy
9,262
+54
+0.6% +$1.4K ﹤0.01% 5718
2024
Q2 		$230K Sell
9,208
-3,574
-28% -$85.3K ﹤0.01% 5569
2024
Q1 		$317K Sell
12,782
-646
-5% -$16.5K ﹤0.01% 5532
2023
Q4 		$402K Buy
13,428
+3,671
+38% +$96.1K ﹤0.01% 5273
2023
Q3 		$245K Sell
9,757
-198
-2% -$5.13K ﹤0.01% 5220
2023
Q2 		$251K Buy
9,955
+2,643
+36% +$64.2K ﹤0.01% 5331
2023
Q1 		$173K Buy
7,312
+287
+4% +$7.28K ﹤0.01% 5507
2022
Q4 		$159K Sell
7,025
-1,123
-14% -$22K ﹤0.01% 5671
2022
Q3 		$146K Buy
8,148
+116
+1% +$2.1K ﹤0.01% 5382
2022
Q2 		$138K Buy
8,032
+76
+1% +$1.33K ﹤0.01% 5188
2022
Q1 		$147K Buy
7,956
+624
+9% +$11.5K ﹤0.01% 5614
2021
Q4 		$127K Buy
7,332
+89
+1% +$1.57K ﹤0.01% 6085
2021
Q3 		$127K Sell
7,243
-2,091
-22% -$36.9K ﹤0.01% 5655
2021
Q2 		$170K Buy
9,334
+1,366
+17% +$24.3K ﹤0.01% 5474
2021
Q1 		$136K Buy
7,968
+114
+1% +$1.93K ﹤0.01% 5725
2020
Q4 		$131K Buy
7,854
+829
+12% +$13.6K ﹤0.01% 5514
2020
Q3 		$81K Sell
7,025
-2,710
-28% -$35.3K ﹤0.01% 5305
2020
Q2 		$123K Buy
9,735
+4,535
+87% +$60.5K ﹤0.01% 5139
2020
Q1 		$82K Sell
5,200
-3,281
-39% -$56.1K ﹤0.01% 5449
2019
Q4 		$165K Buy
8,481
+3,221
+61% +$57.1K ﹤0.01% 5724
2019
Q3 		$88K Buy
5,260
+4,017
+323% +$72.1K ﹤0.01% 5842
2019
Q2 		$24K Buy
+1,243
New +$23.8K ﹤0.01% 6498
2019
Q1 		– Sell
-3,354
Closed -$61K – 8036
2018
Q4 		$61K Buy
3,354
+1,454
+77% +$26.6K ﹤0.01% 5932
2018
Q3 		$37K Buy
1,900
+239
+14% +$5.01K ﹤0.01% 6396
2018
Q2 		$38K Buy
1,661
+282
+20% +$6.01K ﹤0.01% 6216
2018
Q1 		$30K Sell
1,379
-571
-29% -$12.4K ﹤0.01% 6088
2017
Q4 		$38K Buy
1,950
+982
+101% +$17.5K ﹤0.01% 6060
2017
Q3 		$16K Buy
968
+513
+113% +$7.97K ﹤0.01% 6601
2017
Q2 		$6K Buy
+455
New +$6.38K ﹤0.01% 7054
2016
Q4 		– Sell
-1,878
Closed -$19K – 7960
2016
Q3 		$19K Sell
1,878
-1,240
-40% -$12.4K ﹤0.01% 6337
2016
Q2 		$30K Buy
+3,118
New +$29.7K ﹤0.01% 5935
2016
Q1 		– Sell
-3,531
Closed -$37K – 8018
2015
Q4 		$37K Buy
+3,531
New +$35K ﹤0.01% 6114
2015
Q3 		– Sell
-1,390
Closed -$14K – 8564
2015
Q2 		$14K Sell
1,390
-500
-26% -$4.84K ﹤0.01% 7194
2015
Q1 		$19K Sell
1,890
-199
-10% -$2K ﹤0.01% 7040
2014
Q4 		$21K Buy
+2,089
New +$21.2K ﹤0.01% 7606

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's OVLY Position: Q1 2026 in Review

UBS Group reduced its Oak Valley Bancorp (OVLY) stake by 12% in Q1 2026, selling an estimated $25.1K and leaving 5,986 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #6655.

UBS Group first reported a position in OVLY in Q4 2014 and has held it in 41 quarters since. The position peaked at $402K in Q4 2023. 80 funds tracked by Wall St. Rank hold OVLY as of Q1 2026.

  • UBS Group held 5,986 shares of Oak Valley Bancorp worth $194K as of Q1 2026.
  • UBS Group sold 782 Oak Valley Bancorp shares in Q1 2026, an estimated $25.1K.
  • Oak Valley Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6655 holding.
  • UBS Group first reported a position in Oak Valley Bancorp in Q4 2014 and has held it in 41 quarters since.
  • UBS Group's Oak Valley Bancorp position peaked at $402K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.