Oak Valley Bancorp: which funds bought and sold

Institutions that bought and sold Oak Valley Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 53 institutions that filed 13F reports for both quarters added to or opened positions in Oak Valley Bancorp, and 20 cut or closed them. Together they added a net 147K shares, +5.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 343K shares (+147.6%); index fund managers were net buyers of 126K shares (+10.8%). 12 opened a new position and 5 sold out entirely.

Bought, Q2 2026 53 institutions, 12 of them new holders Sold, Q2 2026 20 institutions, 5 of them sold out

Net change, all compared +147K shares (+5.3%)

Net change, active managers +343K shares (+147.6%), 15 bought, 2 sold

Buyers versus sellers

institutions compared, 89

53 bought 16 20 sold

Active managers and hedge funds 15 bought · 2 sold · +343K

Index fund managers 8 bought · 1 sold · +126K

Other institutions 30 bought · 17 sold · −323K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+84K +19.6%	511K	$17.2M
American Century Companies Inc Active manager	+77K +341.9%	100K	$3.4M
Two Sigma Investments, LP Hedge fund	+48K New position	48K	$1.6M
Renaissance Technologies LLC Hedge fund	+39K +109.1%	74K	$2.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+36K +212.3%	54K	$1.8M
Dimensional Fund Advisors LP	+31K +19.5%	189K	$6.4M
Morgan Stanley	+28K +113.2%	52K	$1.8M
State Street Corp Index funds	+24K +23.0%	131K	$4.4M
Squarepoint Ops LLC Hedge fund	+24K New position	24K	$801,781
Trexquant Investment LP Hedge fund	+22K New position	22K	$748,700
Citadel Advisors LLC Hedge fund	+21K +280.6%	29K	$977,356
Susquehanna International Group, LLP	+21K New position	21K	$717,925
Geode Capital Management, LLC Index funds	+20K +12.7%	176K	$5.9M
Acadian Asset Management LLC Active manager	+19K +164.4%	31K	$1M
Goldman Sachs Group Inc	+18K +38.0%	66K	$2.2M
Millennium Management LLC Hedge fund	+14K +143.0%	23K	$781,635
AQR Capital Management LLC Hedge fund	+13K +65.9%	33K	$1.1M
Occudo Quantitative Strategies LP	+12K New position	12K	$414,119
Xtx Topco Ltd	+12K New position	12K	$388,270
Algert Global LLC Hedge fund	+9,910 New position	9,910	$334,413

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+77K +341.9%	100K	$3.4M
Two Sigma Investments, LP Hedge fund	+48K New position	48K	$1.6M
Renaissance Technologies LLC Hedge fund	+39K +109.1%	74K	$2.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+36K +212.3%	54K	$1.8M
Squarepoint Ops LLC Hedge fund	+24K New position	24K	$801,781
Trexquant Investment LP Hedge fund	+22K New position	22K	$748,700
Citadel Advisors LLC Hedge fund	+21K +280.6%	29K	$977,356
Acadian Asset Management LLC Active manager	+19K +164.4%	31K	$1M
Millennium Management LLC Hedge fund	+14K +143.0%	23K	$781,635
AQR Capital Management LLC Hedge fund	+13K +65.9%	33K	$1.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fourthstone LLC	−411K Sold out	0	—
Siena Capital Partners Gp, LLC	−59K −18.4%	264K	$8.9M
Vanguard Capital Management LLC Index funds	−22K −7.0%	296K	$10M
Bridgeway Capital Management, LLC Active manager	−5,000 −8.9%	51K	$1.7M
Empowered Funds, LLC	−5,000 −24.3%	16K	$526,928
Tower Research Capital LLC (TRC)	−1,594 −63.4%	921	$31,079
Bank Of America Corp	−1,473 −7.6%	18K	$601,808
Barclays PLC	−898 −5.0%	17K	$573,025
UBS Group AG	−342 −5.7%	5,644	$190,457
California State Teachers Retirement System	−274 −74.1%	96	$3,240
FMR LLC Active manager	−105 −0.3%	33K	$1.1M
Essential Partners LLC	−91 −59.9%	61	$2,058
Harbor Capital Advisors, Inc.	−84 −20.8%	320	$11,000
Sterling Capital Management LLC	−80 −35.4%	146	$4,927
Optiver Holding B.V.	−64 Sold out	0	—
Cetera Investment Advisers	−11 0.0%	45K	$1.5M
Mai Capital Management	−7 Sold out	0	—
Root Financial Partners, LLC	−3 Sold out	0	—
PNC Financial Services Group, Inc.	−2 Sold out	0	—
True Wealth Design, LLC	−1 −20.0%	4	$135

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Bridgeway Capital Management, LLC Active manager	−5,000 −8.9%	51K	$1.7M
FMR LLC Active manager	−105 −0.3%	33K	$1.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Two Sigma Investments, LPHedge fund	48K	$1.6M
Squarepoint Ops LLCHedge fund	24K	$801,781
Trexquant Investment LPHedge fund	22K	$748,700
Susquehanna International Group, LLP	21K	$717,925
Occudo Quantitative Strategies LP	12K	$414,119
Xtx Topco Ltd	12K	$388,270
Algert Global LLCHedge fund	9,910	$334,413
Jump Financial, LLC	9,717	$327,900
Marshall Wace, LLPHedge fund	9,220	$311,082
Qube Research & Technologies LtdHedge fund	6,369	$214,922

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Fourthstone LLC	411K	$13.3M
Optiver Holding B.V.	64	$2,076
Mai Capital Management	7	$228
Root Financial Partners, LLC	3	$97
PNC Financial Services Group, Inc.	2	$65

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 84
Ten largest holders: 66.0%
Index fund managers: 43.9%
Active managers and hedge funds: 19.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	15	2	6	0	+343K	+147.6%
Index fund managers	8	1	0	0	+126K	+10.8%
Other institutions	30	17	6	5	−323K	−23.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Oak Valley Bancorp.

Only managers that filed a holdings report for both quarters are compared (89 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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