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Wealth Enhancement Trust Services’s Oak Valley Bancorp OVLY Stock Holding History

Wealth Enhancement Trust Services’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 		$202 Buy
+6
New +$202 ﹤0.01% 1358

Other funds holding OVLY

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Trust Services's OVLY Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Oak Valley Bancorp (OVLY) in Q2 2026: 6 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

6 funds tracked by Wall St. Rank hold OVLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 6 shares of Oak Valley Bancorp worth $202 as of Q2 2026.
  • Oak Valley Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Oak Valley Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1358 holding.
  • 6 funds tracked by Wall St. Rank held Oak Valley Bancorp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.