Capital Performance Advisors »

Oak Valley Ban shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Oak Valley Ban (OVLY) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Oak Valley Ban

Tip: Access up to 7 years of quarterly data

All positions including Oak Valley Ban held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Oak Valley Ban by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $850 32 26.56

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Oak Valley Ban

BlackRock
BlackRock
Vanguard Group
Siena Capital Management
Geode Capital Management
M3F
Bridgeway Capital Management
Dimensional Fund Advisors
State Street Corporation
Northern Trust
Empowered Funds
Renaissance Technologies
American Century Companies
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Oak Valley Ban