BG
OLO

Bollard Group’s Olo Inc OLO Stock Holding History

Bollard Group’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
-9,510
Closed -$85K – 289
2025
Q2 		$85K Hold
9,510
– – ﹤0.01% 209
2025
Q1 		$57K Hold
9,510
– – ﹤0.01% 215
2024
Q4 		$73K Hold
9,510
– – ﹤0.01% 205
2024
Q3 		$47K Hold
9,510
– – ﹤0.01% 237
2024
Q2 		$42K Hold
9,510
– – ﹤0.01% 240
2024
Q1 		$52K Hold
9,510
– – ﹤0.01% 224
2023
Q4 		$54K Hold
9,510
– – ﹤0.01% 218
2023
Q3 		$58K Hold
9,510
– – ﹤0.01% 210
2023
Q2 		$61K Hold
9,510
– – ﹤0.01% 211
2023
Q1 		$78K Hold
9,510
– – ﹤0.01% 201
2022
Q4 		$59K Hold
9,510
– – ﹤0.01% 206
2022
Q3 		$75K Hold
9,510
– – ﹤0.01% 199
2022
Q2 		$94K Hold
9,510
– – ﹤0.01% 206
2022
Q1 		$126K Hold
9,510
– – ﹤0.01% 267
2021
Q4 		$198K Buy
+9,510
New +$247K 0.01% 236

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Osaic Holdings
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

Bollard Group's OLO Position: Q3 2025 in Review

Bollard Group sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 9,510 shares — an estimated $85K sold.

Bollard Group first reported a position in OLO in Q4 2021 and held it in 15 quarters. The position peaked at $198K in Q4 2021. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • Bollard Group reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • Bollard Group sold 9,510 Olo Inc shares in Q3 2025, an estimated $85K.
  • Bollard Group first reported a position in Olo Inc in Q4 2021 and held it in 15 quarters.
  • Bollard Group's Olo Inc position peaked at $198K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Bollard Group's 13F filing for Q3 2025, filed 14 Nov 2025.