Action Point Financial Planning’s Ollie's Bargain Outlet OLLI Stock Holding History

Action Point Financial Planning’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 Q2	$2.08K	Buy	+28	New	+$2.33K	﹤0.01%	2246

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Action Point Financial Planning's OLLI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ollie's Bargain Outlet (OLLI) in Q2 2026: 28 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings.

452 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

Action Point Financial Planning held 28 shares of Ollie's Bargain Outlet worth $2.08K as of Q2 2026.
Ollie's Bargain Outlet was a new Action Point Financial Planning position in Q2 2026.
Ollie's Bargain Outlet made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2246 holding.
452 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.