Allworth Financial’s Olo Inc OLO Stock Holding History

Allworth Financial’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-559	Closed	-$4.98K	–	5006
2025 Q2	$4.98K	Buy	559 +350	+167%	+$2.71K	﹤0.01%	3260
2025 Q1	$1.3K	Hold	209	–	–	﹤0.01%	3375
2024 Q4	$1.55K	Buy	+209	New	+$1.31K	﹤0.01%	3244
2022 Q4	–	Sell	-21	Closed	–	–	3140
2022 Q3	$0	Buy	+21	New	+$201	﹤0.01%	2965

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's OLO Position: Q3 2025 in Review

Allworth Financial sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 559 shares — an estimated $4.98K sold.

Allworth Financial first reported a position in OLO in Q3 2022 and held it in 4 quarters. The position peaked at $4.98K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Allworth Financial reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 559 Olo Inc shares in Q3 2025, an estimated $4.98K.
Allworth Financial first reported a position in Olo Inc in Q3 2022 and held it in 4 quarters.
Allworth Financial's Olo Inc position peaked at $4.98K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.