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Oak Valley Ban shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Oak Valley Ban

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.726018M1.7260185M1.726019M1.7260195M1.72602M59.008k59.0085k59.009k59.0095k59.01k
Value ($)Share countHistorical OVLY position of ValMark Advisers Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Oak Valley Ban by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 59k 29.25

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Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for ValMark Advisers

Top funds holding Oak Valley Ban

BlackRock
Vanguard Group
Siena Capital Management
FMR
Geode Capital Management
Cresset Asset Management
M3F
Bridgeway Capital Management
Dimensional Fund Advisors
State Street Corporation
ValMark Advisers
Northern Trust
Empowered Funds
Rbf Capital
Morgan Stanley

View all funds holding Oak Valley Ban