Ares Financial Consulting
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
Q3 		$1.54K Hold
18
– – ﹤0.01% 918
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

Fidelity Investments
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Ares Financial Consulting's OLLI Position: Q3 2026 in Review

Ares Financial Consulting held its Ollie's Bargain Outlet (OLLI) position steady in Q3 2026 at 18 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Ares Financial Consulting first reported a position in OLLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q4 2025. 234 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Ares Financial Consulting held 18 shares of Ollie's Bargain Outlet worth $1.54K as of Q3 2026.
  • Ares Financial Consulting left its Ollie's Bargain Outlet share count unchanged in Q3 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #918 holding.
  • Ares Financial Consulting first reported a position in Ollie's Bargain Outlet in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Ollie's Bargain Outlet position peaked at $1.97K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.