Cedar Mountain Advisors
OLLI icon

Cedar Mountain Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Cedar Mountain Advisors’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
Q3 		$4.71K Hold
55
– – ﹤0.01% 663
2026
Q2 		$4.23K Hold
55
– – ﹤0.01% 740
2026
Q1 		$5.06K Buy
+55
New +$5.94K ﹤0.01% 650

Other funds holding OLLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cedar Mountain Advisors's OLLI Position: Q3 2026 in Review

Cedar Mountain Advisors held its Ollie's Bargain Outlet (OLLI) position steady in Q3 2026 at 55 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Cedar Mountain Advisors first reported a position in OLLI in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.06K in Q1 2026. 50 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Cedar Mountain Advisors held 55 shares of Ollie's Bargain Outlet worth $4.71K as of Q3 2026.
  • Cedar Mountain Advisors left its Ollie's Bargain Outlet share count unchanged in Q3 2026.
  • Ollie's Bargain Outlet made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #663 holding.
  • Cedar Mountain Advisors first reported a position in Ollie's Bargain Outlet in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Ollie's Bargain Outlet position peaked at $5.06K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.