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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
Q2 		$610K Buy
7,937
+1,683
+27% +$140K 0.01% 747
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Callan Family Office's OLLI Position: Q2 2026 in Review

Callan Family Office increased its Ollie's Bargain Outlet (OLLI) stake by 27% in Q2 2026, buying an estimated $140K and bringing the position to 7,937 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #747.

Callan Family Office first reported a position in OLLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Callan Family Office held 7,937 shares of Ollie's Bargain Outlet worth $610K as of Q2 2026.
  • Callan Family Office bought 1,683 Ollie's Bargain Outlet shares in Q2 2026, an estimated $140K.
  • Ollie's Bargain Outlet made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #747 holding.
  • Callan Family Office first reported a position in Ollie's Bargain Outlet in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Ollie's Bargain Outlet position peaked at $1.03M in Q2 2025.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.