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Dumont & Blake Investment Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Dumont & Blake Investment 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
Q2 		$769K Buy
10,002
+3,811
+62% +$318K 0.17% 121
2026
Q1 		$570K Sell
6,191
-220
-3% -$23.8K 0.14% 135
2025
Q4 		$703K Buy
6,411
+35
+0.5% +$4.22K 0.17% 125
2025
Q3 		$819K Buy
6,376
+63
+1% +$8.36K 0.2% 113
2025
Q2 		$832K Buy
6,313
+40
+0.6% +$4.58K 0.22% 107
2025
Q1 		$730K Buy
6,273
+80
+1% +$8.46K 0.2% 115
2024
Q4 		$680K Sell
6,193
-22
-0.4% -$2.19K 0.18% 122
2024
Q3 		$604K Buy
+6,215
New +$599K 0.16% 131

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

Dumont & Blake Investment Advisors's OLLI Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 62% in Q2 2026, buying an estimated $318K and bringing the position to 10,002 shares worth $769K. The position accounts for 0.17% of the portfolio, ranked #121.

Dumont & Blake Investment Advisors first reported a position in OLLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $832K in Q2 2025. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Dumont & Blake Investment Advisors held 10,002 shares of Ollie's Bargain Outlet worth $769K as of Q2 2026.
  • Dumont & Blake Investment Advisors bought 3,811 Ollie's Bargain Outlet shares in Q2 2026, an estimated $318K.
  • Ollie's Bargain Outlet made up 0.17% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Dumont & Blake Investment Advisors first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 8 quarters since.
  • Dumont & Blake Investment Advisors's Ollie's Bargain Outlet position peaked at $832K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.