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Pinnacle Wealth Planning Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Pinnacle Wealth Planning Services’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 		$999 Sell
13
-2
-13% -$167 ﹤0.01% 2578
2026
Q1 		$1.38K Buy
15
+5
+50% +$540 ﹤0.01% 2506
2025
Q4 		$1.1K Buy
+10
New +$1.21K ﹤0.01% 2575
2021
Q1 		– Sell
-1,946
Closed -$159K – 1442
2020
Q4 		$159K Buy
+1,946
New +$170K 0.04% 330

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's OLLI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ollie's Bargain Outlet (OLLI) stake by 13% in Q2 2026, selling an estimated $167 and leaving 13 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Pinnacle Wealth Planning Services first reported a position in OLLI in Q4 2020 and has held it in 4 quarters since. The position peaked at $159K in Q4 2020. 455 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 13 shares of Ollie's Bargain Outlet worth $999 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 Ollie's Bargain Outlet shares in Q2 2026, an estimated $167.
  • Ollie's Bargain Outlet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2578 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ollie's Bargain Outlet in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ollie's Bargain Outlet position peaked at $159K in Q4 2020.
  • 455 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.