VA
OVLY icon

Valmark Advisers’s Oak Valley Bancorp OVLY Stock Holding History

Valmark Advisers’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
2025
Q2 		– Sell
-60,009
Closed -$1.5M – 647
2025
Q1 		$1.5M Buy
60,009
+1,000
+2% +$26.1K 0.02% 250
2024
Q4 		$1.73M Buy
+59,009
New +$1.69M 0.03% 225

Other funds holding OVLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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

Valmark Advisers's OVLY Position: Q2 2025 in Review

Valmark Advisers sold out of Oak Valley Bancorp (OVLY) in Q2 2025, closing a stake of 60,009 shares — an estimated $1.5M sold.

Valmark Advisers first reported a position in OVLY in Q4 2024 and held it in 2 quarters. The position peaked at $1.73M in Q4 2024. 69 funds tracked by Wall St. Rank hold OVLY as of Q2 2025.

  • Valmark Advisers reported no remaining Oak Valley Bancorp position as of Q2 2025 after selling out during the quarter.
  • Valmark Advisers sold 60,009 Oak Valley Bancorp shares in Q2 2025, an estimated $1.5M.
  • Valmark Advisers first reported a position in Oak Valley Bancorp in Q4 2024 and held it in 2 quarters.
  • Valmark Advisers's Oak Valley Bancorp position peaked at $1.73M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2025.

Based on Valmark Advisers's 13F filing for Q2 2025, filed 23 Jul 2025.