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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
Q2 		$3.43K Buy
9,000
+4,000
+80% +$1.83K ﹤0.01% 3994
2026
Q1 		$2.48K Buy
+5,000
New +$3.11K ﹤0.01% 3873

Other funds holding OLB

MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IFP Advisors's OLB Position: Q2 2026 in Review

IFP Advisors increased its OLB (OLB) stake by 80% in Q2 2026, buying an estimated $1.83K and bringing the position to 9,000 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3994.

IFP Advisors first reported a position in OLB in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold OLB as of Q2 2026.

  • IFP Advisors held 9,000 shares of OLB worth $3.43K as of Q2 2026.
  • IFP Advisors bought 4,000 OLB shares in Q2 2026, an estimated $1.83K.
  • OLB made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3994 holding.
  • IFP Advisors first reported a position in OLB in Q1 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held OLB as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.