Legato Capital Management LLC OVLY OAK VALLEY BANCORP OAKDALE CA

Ownership history in Legato Capital Management LLC  ·  3 quarters on record

AI Ownership Summary

Legato Capital Management LLC reported OAK VALLEY BANCORP OAKDALE CA (OVLY) in 3 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows OVLY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OVLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legato Capital Management LLC's position in OAK VALLEY BANCORP OAKDALE CA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OVLY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legato Capital Management LLC held OVLY — position size vs. price
% of Fund (quarterly)    OVLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,897 0% 0.02% $224K 2026-05-14 $33.16
2025 Q4 REDUCED 6,897 -348 -4.8% 0.02% $207K 2026-02-06 $33.62
2024 Q4 INITIATED 7,245 0.03% $212K 2025-01-29 $25.12

FAQ About Legato Capital Management LLC and OVLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legato Capital Management LLC reported owning OVLY?

Legato Capital Management LLC reported OVLY across 3 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OVLY position in Legato Capital Management LLC's portfolio?

The largest reported portfolio weight for OVLY was 0.03% in 2024 Q4.

What is the latest reported OVLY position on this page?

The most recent filing on this page is 2026 Q1, when Legato Capital Management LLC reported 6,897 shares, equal to 0.02% of portfolio, with an estimated market value of $224K.

What does the chart on this OVLY ownership page compare?

The chart compares Legato Capital Management LLC's quarterly OVLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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