BFC Planning, Inc.’s Ollie's Bargain Outlet OLLI Stock Holding History

BFC Planning, Inc.’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	$8.22M	Buy	95,964 +95,841	+77,920%	+$7.09M	0.32%	54
2026 Q2	$9.46K	Sell	123 -12	-9%	-$1K	﹤0.01%	2392
2026 Q1	$12.4K	Hold	135	–	–	﹤0.01%	1937
2025 Q4	$14.8K	Hold	135	–	–	﹤0.01%	1877
2025 Q3	$17.3K	Sell	135 -35	-21%	-$4.65K	﹤0.01%	1647
2025 Q2	$22.4K	Hold	170	–	–	﹤0.01%	1439
2025 Q1	$19.8K	Buy	170 +62	+57%	+$6.56K	﹤0.01%	1465
2024 Q4	$11.8K	Buy	108 +14	+15%	+$1.39K	﹤0.01%	1685
2024 Q3	$9.14K	Buy	+94	New	+$9.06K	﹤0.01%	1795

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

BFC Planning, Inc.'s OLLI Position: Q3 2026 in Review

BFC Planning, Inc. increased its Ollie's Bargain Outlet (OLLI) stake by 77,920% in Q3 2026, buying an estimated $7.09M and bringing the position to 95,964 shares worth $8.22M. The position accounts for 0.32% of the portfolio, ranked #54.

BFC Planning, Inc. first reported a position in OLLI in Q3 2024 and has held it in 9 quarters since. 340 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

BFC Planning, Inc. held 95,964 shares of Ollie's Bargain Outlet worth $8.22M as of Q3 2026.
BFC Planning, Inc. bought 95,841 Ollie's Bargain Outlet shares in Q3 2026, an estimated $7.09M.
Ollie's Bargain Outlet made up 0.32% of BFC Planning, Inc.'s portfolio in Q3 2026, its #54 holding.
BFC Planning, Inc. first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 9 quarters since.
340 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.