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

Larson 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
2020
Q3 		– Sell
-600
Closed -$1K – 808
2020
Q2 		$1K Buy
+600
New +$46.1K ﹤0.01% 638

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

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

Larson Financial Group reduced its Ollie's Bargain Outlet (OLLI) stake by 20% in Q1 2026, selling an estimated $1.84K and leaving 66 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Larson Financial Group first reported a position in OLLI in Q3 2024 and has held it in 6 quarters since. The position peaked at $30.8K in Q3 2025. 477 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • Larson Financial Group held 66 shares of Ollie's Bargain Outlet worth $6.08K as of Q1 2026.
  • Larson Financial Group sold 17 Ollie's Bargain Outlet shares in Q1 2026, an estimated $1.84K.
  • Ollie's Bargain Outlet made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2499 holding.
  • Larson Financial Group first reported a position in Ollie's Bargain Outlet in Q3 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Ollie's Bargain Outlet position peaked at $30.8K in Q3 2025.
  • 477 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.