Krilogy Financial’s Ollie's Bargain Outlet OLLI Stock Holding History

Krilogy Financial’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	–	Sell	-2,329	Closed	-$265K	–	1037
2025 Q4	$265K	Buy	+2,329	New	+$281K	0.01%	778

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Krilogy Financial's OLLI Position: Q1 2026 in Review

Krilogy Financial sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 2,329 shares — an estimated $265K sold.

Krilogy Financial first reported a position in OLLI in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 476 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

Krilogy Financial reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 2,329 Ollie's Bargain Outlet shares in Q1 2026, an estimated $265K.
Krilogy Financial first reported a position in Ollie's Bargain Outlet in Q4 2025 and held it in 1 quarter.
Krilogy Financial's Ollie's Bargain Outlet position peaked at $265K in Q4 2025.
476 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.