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Cypress Advisory Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Cypress Advisory Group’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 		$485K Buy
6,308
+2,679
+74% +$223K 0.38% 67
2026
Q1 		$334K Buy
+3,629
New +$392K 0.25% 69

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 $3.37T AUM 44.26% 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

Cypress Advisory Group's OLLI Position: Q2 2026 in Review

Cypress Advisory Group increased its Ollie's Bargain Outlet (OLLI) stake by 74% in Q2 2026, buying an estimated $223K and bringing the position to 6,308 shares worth $485K. The position accounts for 0.38% of the portfolio, ranked #67.

Cypress Advisory Group first reported a position in OLLI in Q1 2026 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Cypress Advisory Group held 6,308 shares of Ollie's Bargain Outlet worth $485K as of Q2 2026.
  • Cypress Advisory Group bought 2,679 Ollie's Bargain Outlet shares in Q2 2026, an estimated $223K.
  • Ollie's Bargain Outlet made up 0.38% of Cypress Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Cypress Advisory Group first reported a position in Ollie's Bargain Outlet in Q1 2026 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.