ABLE Financial Group
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ABLE Financial Group’s Ollie's Bargain Outlet OLLI Stock Holding History

ABLE Financial Group’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 		– Sell
-11,345
Closed -$872K – 234
2026
Q2 		$872K Buy
11,345
+1,995
+21% +$166K 0.15% 108
2026
Q1 		$861K Buy
9,350
+182
+2% +$19.7K 0.17% 98
2025
Q4 		$1M Buy
9,168
+311
+4% +$37.5K 0.2% 82
2025
Q3 		$1.14M Buy
8,857
+241
+3% +$32K 0.25% 72
2025
Q2 		$1.14M Sell
8,616
-332
-4% -$38K 0.27% 71
2025
Q1 		$1.04M Buy
8,948
+243
+3% +$25.7K 0.29% 64
2024
Q4 		$955K Buy
8,705
+2,224
+34% +$221K 0.28% 69
2024
Q3 		$630K Sell
6,481
-234
-3% -$22.6K 0.19% 81
2024
Q2 		$659K Buy
6,715
+302
+5% +$24K 0.24% 73
2024
Q1 		$510K Buy
+6,413
New +$484K 0.2% 89

Other funds holding OLLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ABLE Financial Group's OLLI Position: Q3 2026 in Review

ABLE Financial Group sold out of Ollie's Bargain Outlet (OLLI) in Q3 2026, closing a stake of 11,345 shares — an estimated $872K sold.

ABLE Financial Group first reported a position in OLLI in Q1 2024 and held it in 10 quarters. The position peaked at $1.14M in Q3 2025. 31 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • ABLE Financial Group reported no remaining Ollie's Bargain Outlet position as of Q3 2026 after selling out during the quarter.
  • ABLE Financial Group sold 11,345 Ollie's Bargain Outlet shares in Q3 2026, an estimated $872K.
  • ABLE Financial Group first reported a position in Ollie's Bargain Outlet in Q1 2024 and held it in 10 quarters.
  • ABLE Financial Group's Ollie's Bargain Outlet position peaked at $1.14M in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.