Position in OVLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,904,836
-$1,576,118 QoQ
Shares Held
263,847
-18.4% QoQ
Ownership
3.14%
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#3
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Siena Capital Partners GP, LLC holds $225,055,959 across 48 Banks - Regional names. OVLY ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLBC |
Plumas Bancorp
|
239,006 | $13,967,510 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
5,220 | $10,659,551 | |
| 3 | TSBK |
Timberland Bancorp Inc
|
230,847 | $10,344,254 | |
| 4 | OVLY |
Oak Valley Bancorp
This page
|
263,847 | $8,904,836 | |
| 5 | FOTB |
First Ottawa Bancshares, Inc.
|
39,908 | $8,739,452 | |
| 6 | ZION |
Zions Bancorporation, National Association /Ut/
|
101,290 | $7,008,255 | |
| 7 | ALPIB |
Alpine Banks Of Colorado
|
143,174 | $6,869,488 | |
| 8 | BWFG |
Bankwell Financial Group, Inc.
|
116,138 | $6,823,107 |
All Filings in OVLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,904,836 | 263,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,480,954 | 323,187 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,715,001 | 323,187 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,101,564 | 358,593 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,768,073 | 358,593 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,950,481 | 358,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,488,845 | 358,593 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,527,816 | 358,593 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,954,067 | 358,593 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,885,934 | 358,593 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,739,860 | 358,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,993,512 | 358,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,032,957 | 358,593 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,484,310 | 358,593 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,122,131 | 358,593 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,408,056 | 358,593 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,167,799 | 358,593 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,616,040 | 358,593 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $6,239,518 | 358,593 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,044,161 | 344,593 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,261,254 | 344,593 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,942,218 | 288,176 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,789,485 | 288,176 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,302,496 | 288,176 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,654,071 | 288,176 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,535,890 | 288,176 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||