Marshall & Sterling Wealth Advisors’s OLB OLB Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio OLB Stock Details OLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343	Hold	900	–	–	﹤0.01%	326
2026 Q1	$446	Hold	900	–	–	﹤0.01%	322
2025 Q4	$557	Hold	900	–	–	﹤0.01%	321
2025 Q3	$1.05K	Hold	900	–	–	﹤0.01%	589
2025 Q2	$1.68K	Buy	900 +150	+20%	+$233	﹤0.01%	552
2025 Q1	$893	Buy	750 +150	+25%	+$214	﹤0.01%	595
2024 Q4	$1.24K	Buy	+600	New	+$1.21K	﹤0.01%	325

Other funds holding OLB

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's OLB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its OLB (OLB) position steady in Q2 2026 at 900 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Marshall & Sterling Wealth Advisors first reported a position in OLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 900 shares of OLB worth $343 as of Q2 2026.
Marshall & Sterling Wealth Advisors left its OLB share count unchanged in Q2 2026.
OLB made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #326 holding.
Marshall & Sterling Wealth Advisors first reported a position in OLB in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's OLB position peaked at $1.68K in Q2 2025.
3 funds tracked by Wall St. Rank held OLB as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.