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Pension & Wealth Management Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$252K Buy
3,278
+1,090
+50% +$90.9K 0.07% 158
2026
Q1 		$201K Buy
+2,188
New +$236K 0.06% 168
2023
Q2 		– Sell
-38
Closed -$2.2K – 305
2023
Q1 		$2.2K Hold
38
– – ﹤0.01% 277
2022
Q4 		$1.78K Buy
+38
New +$2.05K ﹤0.01% 244

Other funds holding OLLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Pension & Wealth Management Advisors's OLLI Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Ollie's Bargain Outlet (OLLI) stake by 50% in Q2 2026, buying an estimated $90.9K and bringing the position to 3,278 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #158.

Pension & Wealth Management Advisors first reported a position in OLLI in Q4 2022 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Pension & Wealth Management Advisors held 3,278 shares of Ollie's Bargain Outlet worth $252K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 1,090 Ollie's Bargain Outlet shares in Q2 2026, an estimated $90.9K.
  • Ollie's Bargain Outlet made up 0.07% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #158 holding.
  • Pension & Wealth Management Advisors first reported a position in Ollie's Bargain Outlet in Q4 2022 and has held it in 4 quarters since.
  • 428 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.