Rothwell Investment Advisors, LLC’s Ollie's Bargain Outlet OLLI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio OLLI Stock Details OLLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.4K	Buy	+28	New	+$2.07K	﹤0.01%	1015

Other funds holding OLLI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OLLI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ollie's Bargain Outlet (OLLI) in Q3 2026: 28 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings.

183 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

Rothwell Investment Advisors, LLC held 28 shares of Ollie's Bargain Outlet worth $2.4K as of Q3 2026.
Ollie's Bargain Outlet was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ollie's Bargain Outlet made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1015 holding.
183 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.