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Kingswood Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Kingswood Wealth Advisors’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
2025
Q3 		– Sell
-1,543
Closed -$203K – 829
2025
Q2 		$203K Buy
+1,543
New +$177K 0.02% 702
2025
Q1 		– Sell
-2,533
Closed -$278K – 801
2024
Q4 		$278K Buy
+2,533
New +$252K 0.02% 633

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's OLLI Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 1,543 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in OLLI in Q4 2024 and held it in 2 quarters. The position peaked at $278K in Q4 2024. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,543 Ollie's Bargain Outlet shares in Q3 2025, an estimated $203K.
  • Kingswood Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Ollie's Bargain Outlet position peaked at $278K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.