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Callan Family Office’s Ollie's Bargain Outlet OLLI Stock Holding History

Callan Family Office’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 		$576K Sell
6,254
-454
-7% -$49K 0.01% 721
2025
Q4 		$735K Buy
6,708
+2,307
+52% +$278K 0.02% 646
2025
Q3 		$565K Sell
4,401
-3,420
-44% -$454K 0.02% 497
2025
Q2 		$1.03M Buy
7,821
+4,069
+108% +$466K 0.03% 396
2025
Q1 		$437K Buy
3,752
+24
+0.6% +$2.54K 0.03% 356
2024
Q4 		$409K Buy
+3,728
New +$371K 0.03% 414

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

Callan Family Office's OLLI Position: Q1 2026 in Review

Callan Family Office reduced its Ollie's Bargain Outlet (OLLI) stake by 6.8% in Q1 2026, selling an estimated $49K and leaving 6,254 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #721.

Callan Family Office first reported a position in OLLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Callan Family Office held 6,254 shares of Ollie's Bargain Outlet worth $576K as of Q1 2026.
  • Callan Family Office sold 454 Ollie's Bargain Outlet shares in Q1 2026, an estimated $49K.
  • Ollie's Bargain Outlet made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #721 holding.
  • Callan Family Office first reported a position in Ollie's Bargain Outlet in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Ollie's Bargain Outlet position peaked at $1.03M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.