Heirloom Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Heirloom Wealth Management’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	$13.9M	Buy	+162,332	New	+$12M	1.81%	22

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

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Heirloom Wealth Management's OLLI Position: Q3 2026 in Review

Heirloom Wealth Management opened a new position in Ollie's Bargain Outlet (OLLI) in Q3 2026: 162,332 shares worth $13.9M. The stake represents 1.81% of the portfolio and ranks #22 among its holdings.

67 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

Heirloom Wealth Management held 162,332 shares of Ollie's Bargain Outlet worth $13.9M as of Q3 2026.
Ollie's Bargain Outlet was a new Heirloom Wealth Management position in Q3 2026.
Ollie's Bargain Outlet made up 1.81% of Heirloom Wealth Management's portfolio in Q3 2026, its #22 holding.
67 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.