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Jefferies Financial Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Jefferies Financial Group’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
Q1 		$530K Sell
5,753
-5,707
-50% -$616K ﹤0.01% 1186
2025
Q4 		$1.26M Buy
+11,460
New +$1.38M 0.01% 985
2025
Q1 		– Sell
-3,628
Closed -$398K – 1894
2024
Q4 		$398K Buy
3,628
+611
+20% +$60.8K ﹤0.01% 1178
2024
Q3 		$293K Buy
+3,017
New +$291K ﹤0.01% 1124
2024
Q1 		– Sell
-7,824
Closed -$594K – 1904
2023
Q4 		$594K Buy
+7,824
New +$589K ﹤0.01% 1153

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Jefferies Financial Group's OLLI Position: Q1 2026 in Review

Jefferies Financial Group reduced its Ollie's Bargain Outlet (OLLI) stake by 50% in Q1 2026, selling an estimated $616K and leaving 5,753 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Jefferies Financial Group first reported a position in OLLI in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Jefferies Financial Group held 5,753 shares of Ollie's Bargain Outlet worth $530K as of Q1 2026.
  • Jefferies Financial Group sold 5,707 Ollie's Bargain Outlet shares in Q1 2026, an estimated $616K.
  • Ollie's Bargain Outlet made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1186 holding.
  • Jefferies Financial Group first reported a position in Ollie's Bargain Outlet in Q4 2023 and has held it in 5 quarters since.
  • Jefferies Financial Group's Ollie's Bargain Outlet position peaked at $1.26M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.