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 Q3	$4.51M	Buy	+52,697	New	+$3.9M	0.03%	342
2026 Q2	–	Sell	-5,753	Closed	-$530K	–	1940
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 Boston, Massachusetts $2.32T AUM 44.66% 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

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group's OLLI Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Ollie's Bargain Outlet (OLLI) in Q3 2026: 52,697 shares worth $4.51M. The stake represents 0.03% of the portfolio and ranks #342 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in OLLI as recently as Q1 2026.

Jefferies Financial Group first reported a position in OLLI in Q4 2023 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

Jefferies Financial Group held 52,697 shares of Ollie's Bargain Outlet worth $4.51M as of Q3 2026.
Ollie's Bargain Outlet was a new Jefferies Financial Group position in Q3 2026.
Ollie's Bargain Outlet made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #342 holding.
Jefferies Financial Group first reported a position in Ollie's Bargain Outlet in Q4 2023 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.