IFP Advisors’s OLB OLB Stock Holding History

IFP Advisors’s Portfolio OLB Stock Details OLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.75K	Hold	9,000	–	–	﹤0.01%	4288
2026 Q2	$3.43K	Buy	9,000 +4,000	+80%	+$1.83K	﹤0.01%	3995
2026 Q1	$2.48K	Buy	+5,000	New	+$3.11K	﹤0.01%	3873

Other funds holding OLB

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's OLB Position: Q3 2026 in Review

IFP Advisors held its OLB (OLB) position steady in Q3 2026 at 9,000 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

IFP Advisors first reported a position in OLB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.43K in Q2 2026. 3 funds tracked by Wall St. Rank hold OLB as of Q3 2026.

IFP Advisors held 9,000 shares of OLB worth $1.75K as of Q3 2026.
IFP Advisors left its OLB share count unchanged in Q3 2026.
OLB made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4288 holding.
IFP Advisors first reported a position in OLB in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's OLB position peaked at $3.43K in Q2 2026.
3 funds tracked by Wall St. Rank held OLB as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.