Bank of America’s Olo Inc OLO Stock Holding History

Bank of America’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
2021 Q4	–	Sell	-500	Closed	-$15K	–	8519
2021 Q3	$15K	Buy	+500	New	+$17.9K	﹤0.01%	7474

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

Bank of America's OLO Position: Q3 2025 in Review

Bank of America sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 680,387 shares — an estimated $6.06M sold.

Bank of America first reported a position in OLO in Q1 2021 and held it in 18 quarters. The position peaked at $44.3M in Q3 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Bank of America reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Bank of America sold 680,387 Olo Inc shares in Q3 2025, an estimated $6.06M.
Bank of America first reported a position in Olo Inc in Q1 2021 and held it in 18 quarters.
Bank of America's Olo Inc position peaked at $44.3M in Q3 2021.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.