AFC
OLLI icon

Ares Financial Consulting’s Ollie's Bargain Outlet OLLI Stock Holding History

Ares Financial Consulting’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 		$1.38K Hold
18
– – ﹤0.01% 958
2026
Q1 		$1.64K Hold
18
– – ﹤0.01% 881
2025
Q4 		$1.97K Buy
+18
New +$2.17K ﹤0.01% 660

Other funds holding OLLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Ares Financial Consulting's OLLI Position: Q2 2026 in Review

Ares Financial Consulting held its Ollie's Bargain Outlet (OLLI) position steady in Q2 2026 at 18 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Ares Financial Consulting first reported a position in OLLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.97K in Q4 2025. 177 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Ares Financial Consulting held 18 shares of Ollie's Bargain Outlet worth $1.38K as of Q2 2026.
  • Ares Financial Consulting left its Ollie's Bargain Outlet share count unchanged in Q2 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #958 holding.
  • Ares Financial Consulting first reported a position in Ollie's Bargain Outlet in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Ollie's Bargain Outlet position peaked at $1.97K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.