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MJT & Associates Financial Advisory’s Ollie's Bargain Outlet OLLI Stock Holding History

MJT & Associates Financial Advisory’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 		$2.66K Buy
31
+4
+15% +$296 ﹤0.01% 344
2026
Q2 		$2.08K Hold
27
– – ﹤0.01% 387
2026
Q1 		$2.49K Hold
27
– – ﹤0.01% 356
2025
Q4 		$2.96K Hold
27
– – ﹤0.01% 357
2025
Q3 		$3.47K Sell
27
-49
-64% -$6.5K ﹤0.01% 343
2025
Q2 		$10K Sell
76
-21
-22% -$2.4K 0.01% 208
2025
Q1 		$11.3K Buy
+97
New +$10.3K 0.01% 200

Other funds holding OLLI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MJT & Associates Financial Advisory's OLLI Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Ollie's Bargain Outlet (OLLI) stake by 15% in Q3 2026, buying an estimated $296 and bringing the position to 31 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

MJT & Associates Financial Advisory first reported a position in OLLI in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.3K in Q1 2025. 10 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • MJT & Associates Financial Advisory held 31 shares of Ollie's Bargain Outlet worth $2.66K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 4 Ollie's Bargain Outlet shares in Q3 2026, an estimated $296.
  • Ollie's Bargain Outlet made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #344 holding.
  • MJT & Associates Financial Advisory first reported a position in Ollie's Bargain Outlet in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Ollie's Bargain Outlet position peaked at $11.3K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.