Cross-institution positioning
Jul 29, 2026Mixed positioning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchOVLY Institutional Ownership
Oak Valley Bancorp
Latest stored close $33.37 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
64/100
1 tracked · 1 comparable
Latest filing
Jul 29, 2026
Positive breadth
1 positive · 0 negative
Recent close
$33.37
Research confidence
Limited
Institutional Research 62/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 29, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 64/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
Institutional
67/100
Insiders
74/100
Fundamentals
45/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 28, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 10 purchases by 4 reporting owners and 3 sales by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 23, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 14, 2026Net income -8.5% YoY; Free cash flow -0.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 89% through its reported 52-week range; +21.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from BlackRock.
Filed Jul 29, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 29, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jul 29, 2026
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jul 29, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases11 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth4Multi-insider
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | Leonard Daniel J | POpen-market or private purchase | Common Stock | 125 | $34.03 | Direct | Sep 29, 2026 |
| Sep 28, 2026 | Barton Don | SOpen-market or private sale | Common Stock | 375 | $34.03 | Direct | Sep 28, 2026 |
| Aug 28, 2026 | Leonard Daniel J | POpen-market or private purchase | Common Stock | 125 | $34.23 | Direct | Aug 31, 2026 |
| Aug 26, 2026 | LAFFERTY ALLISON | POpen-market or private purchase | Common Stock | 910 | $33.91 | Direct | Sep 3, 2026 |
| Aug 26, 2026 | LAFFERTY ALLISON | POpen-market or private purchase | Common Stock | 105 | $34.10 | Direct | Sep 3, 2026 |
| Aug 26, 2026 | LAFFERTY ALLISON | POpen-market or private purchase | Common Stock | 68 | $33.85 | Direct | Sep 3, 2026 |
| Aug 26, 2026 | LAFFERTY ALLISON | POpen-market or private purchase | Common Stock | 50 | $33.99 | Direct | Sep 3, 2026 |
| Aug 26, 2026 | LAFFERTY ALLISON | POpen-market or private purchase | Common Stock | 174 | $33.98 | Direct | Sep 3, 2026 |
| Aug 26, 2026 | Barton Don | SOpen-market or private sale | Common Stock | 375 | $34.07 | Direct | Aug 28, 2026 |
| Aug 19, 2026 | Leonard Daniel J | POpen-market or private purchase | Common Stock | 125 | $34.59 | Direct | Aug 20, 2026 |
| Aug 17, 2026 | HOLDER H RANDOLPH JR | POpen-market or private purchase | Common Stock | 115 | $33.75 | Direct | Aug 18, 2026 |
| Jul 29, 2026 | Leonard Daniel J | JOther transaction | Common Stock | 186 | — | Indirect | Jul 30, 2026 |
| Jul 27, 2026 | Strong Gary | POpen-market or private purchase | Common Stock | 2.0K | $32.50 | Direct | Jul 27, 2026 |
| Jul 27, 2026 | Barton Don | SOpen-market or private sale | Common Stock | 375 | $32.72 | Direct | Jul 27, 2026 |
| Apr 29, 2026 | Leonard Daniel J | POpen-market or private purchase | Common Stock | 375 | $33.00 | Direct | Apr 30, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Net income
$5.1M
Q2 2026
-8.5% YoY 10-Q filed Aug 14, 2026
Diluted EPS
$0.61
Q2 2026
-9.0% YoY 10-Q filed Aug 14, 2026
Operating cash flow
$11.7M
YTD through Jun 30, 2026
-17.1% YoY 10-Q filed Aug 14, 2026
Free cash flow
$11.2M
YTD through Jun 30, 2026
-0.7% YoY 10-Q filed Aug 14, 2026
Cash & equivalents
$194.8M
As of Jun 30, 2026
10-Q filed Aug 14, 2026
Assets
$2.0B
As of Jun 30, 2026
10-Q filed Aug 14, 2026
Liabilities
$1.8B
As of Jun 30, 2026
10-Q filed Aug 14, 2026
Stockholders’ equity
$217.0M
As of Jun 30, 2026
+16.8% YoY 10-Q filed Aug 14, 2026
Shares outstanding
8.4M
As of Jul 27, 2026
10-Q filed Aug 14, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$34.78
View live quote ↗
52-week low
$25.41
Oct 16, 2025
52-week high
$35.97
Jun 15, 2026
Below 52-week high
3.3%
1W return
+1.4%
1M return
+2.1%
3M return
+3.3%
6M return
+9.5%
YTD return
+15.7%
1Y return
+21.0%
30-day volatility
14.4%
90-day volatility
21.7%
1Y max drawdown
-13.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 5 filing(s) · 2 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| BlackRock CIK0002012383 | Jun 30, 2026 observed Jul 29, 2026 filed · 29d Initial Schedule 13G | Initial Schedule 13G | 451.3K +47.7K | 12.00% +7.20 pts | $33.75 | $33.78 | $33.37 |
| BlackRock CIK0002012383 | Jun 30, 2025 observed Jul 17, 2025 filed · 17d Schedule 13G amendment | Exit below reporting threshold | 403.6K -65.7K | 4.80% -0.80 pts | $27.24 | $27.61 | $33.37 |
| BlackRock CIK0002012383 | Sep 30, 2024 quarter end Nov 13, 2024 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 469.2K | $26.57 | $29.48 | $33.37 |
Explore more institutional activity
Related research
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