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Farther Finance Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Farther Finance 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 		$53.3K Buy
622
+131
+27% +$9.7K ﹤0.01% 3369
2026
Q2 		$37.7K Sell
491
-61
-11% -$5.09K ﹤0.01% 3479
2026
Q1 		$50.4K Sell
552
-434
-44% -$46.9K ﹤0.01% 2989
2025
Q4 		$108K Buy
986
+177
+22% +$21.3K ﹤0.01% 2303
2025
Q3 		$104K Buy
809
+110
+16% +$14.6K ﹤0.01% 2023
2025
Q2 		$92.1K Buy
699
+38
+6% +$4.35K ﹤0.01% 1799
2025
Q1 		$75.7K Sell
661
-142
-18% -$15K ﹤0.01% 1674
2024
Q4 		$88.1K Sell
803
-2,741
-77% -$273K ﹤0.01% 1362
2024
Q3 		$344K Buy
3,544
+188
+6% +$18.1K 0.01% 760
2024
Q2 		$330K Buy
3,356
+703
+26% +$55.9K 0.02% 635
2024
Q1 		$197K Buy
2,653
+2,559
+2,722% +$193K 0.01% 690
2023
Q4 		$7.13K Buy
94
+73
+348% +$5.5K ﹤0.01% 1781
2023
Q3 		$1.62K Buy
21
+12
+133% +$876 ﹤0.01% 1933
2023
Q2 		$521 Hold
9
– – ﹤0.01% 2139
2023
Q1 		$521 Hold
9
– – ﹤0.01% 1996
2022
Q4 		$422 Buy
+9
New +$485 ﹤0.01% 1866

Other funds holding OLLI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's OLLI Position: Q3 2026 in Review

Farther Finance Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 27% in Q3 2026, buying an estimated $9.7K and bringing the position to 622 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Farther Finance Advisors first reported a position in OLLI in Q4 2022 and has held it in 16 quarters since. The position peaked at $344K in Q3 2024. 10 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Farther Finance Advisors held 622 shares of Ollie's Bargain Outlet worth $53.3K as of Q3 2026.
  • Farther Finance Advisors bought 131 Ollie's Bargain Outlet shares in Q3 2026, an estimated $9.7K.
  • Ollie's Bargain Outlet made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3369 holding.
  • Farther Finance Advisors first reported a position in Ollie's Bargain Outlet in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Ollie's Bargain Outlet position peaked at $344K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.