CX Institutional’s Ollie's Bargain Outlet OLLI Stock Holding History

CX Institutional’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	$1K	Hold	12	–	–	﹤0.01%	1641
2026 Q2	$1K	Hold	12	–	–	﹤0.01%	1541
2026 Q1	$1K	Hold	12	–	–	﹤0.01%	1524
2025 Q4	$1K	Buy	+12	New	+$1.45K	﹤0.01%	1479
2020 Q3	–	Sell	-21	Closed	-$2K	–	907
2020 Q2	$2K	Buy	+21	New	+$1.61K	﹤0.01%	758
2019 Q3	–	Sell	-8	Closed	-$1K	–	910
2019 Q2	$1K	Buy	+8	New	+$755	﹤0.01%	883

Other funds holding OLLI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CX Institutional's OLLI Position: Q3 2026 in Review

CX Institutional held its Ollie's Bargain Outlet (OLLI) position steady in Q3 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

CX Institutional first reported a position in OLLI in Q2 2019 and has held it in 6 quarters since. The position peaked at $2K in Q2 2020. 67 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

CX Institutional held 12 shares of Ollie's Bargain Outlet worth $1K as of Q3 2026.
CX Institutional left its Ollie's Bargain Outlet share count unchanged in Q3 2026.
Ollie's Bargain Outlet made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1641 holding.
CX Institutional first reported a position in Ollie's Bargain Outlet in Q2 2019 and has held it in 6 quarters since.
CX Institutional's Ollie's Bargain Outlet position peaked at $2K in Q2 2020.
67 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.