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Benjamin Edwards Inc’s Ollie's Bargain Outlet OLLI Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-2,384
Closed -$261K – 1397
2025
Q4 		$261K Sell
2,384
-72
-3% -$8.68K ﹤0.01% 1166
2025
Q3 		$315K Sell
2,456
-144
-6% -$19.1K ﹤0.01% 1086
2025
Q2 		$343K Buy
2,600
+313
+14% +$35.8K ﹤0.01% 962
2025
Q1 		$266K Buy
+2,287
New +$242K ﹤0.01% 963

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Benjamin Edwards Inc's OLLI Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,384 shares — an estimated $261K sold.

Benjamin Edwards Inc first reported a position in OLLI in Q1 2025 and held it in 4 quarters. The position peaked at $343K in Q2 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,384 Ollie's Bargain Outlet shares in Q1 2026, an estimated $261K.
  • Benjamin Edwards Inc first reported a position in Ollie's Bargain Outlet in Q1 2025 and held it in 4 quarters.
  • Benjamin Edwards Inc's Ollie's Bargain Outlet position peaked at $343K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.