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Oak Valley Ban shares owned by LPL Financial

Quarter-by-quarter ownership of Oak Valley Ban (OVLY) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Oak Valley Ban

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All positions including Oak Valley Ban held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oak Valley Ban by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 13k 28.17
2025-06-30 $257k 9.4k 27.24
2025-03-31 $280k 11k 24.96
2024-12-31 $328k 11k 29.25
2024-09-30 $350k 13k 26.57

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View all positions for LPL Financial

Top funds holding Oak Valley Ban

BlackRock
Vanguard Group
Siena Capital Management
Fourthstone
Geode Capital Management
Cresset Asset Management
Dimensional Fund Advisors
State Street Corporation
Bridgeway Capital Management
Northern Trust
Cetera Investment Advisers
Goldman Sachs Group
Rbf Capital
Citadel Advisors
FMR

View all funds holding Oak Valley Ban