Principal Financial Group
OLLI icon

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

Principal 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
2026
Q2 		$10.6M Buy
137,772
+795
+0.6% +$66.3K 0.01% 1374
2026
Q1 		$12.6M Buy
136,977
+5,088
+4% +$549K 0.01% 1204
2025
Q4 		$14.5M Sell
131,889
-15,176
-10% -$1.83M 0.01% 1080
2025
Q3 		$18.9M Sell
147,065
-2,259
-2% -$300K 0.01% 899
2025
Q2 		$19.7M Buy
149,324
+1,021
+0.7% +$117K 0.01% 851
2025
Q1 		$17.3M Buy
148,303
+441
+0.3% +$46.6K 0.01% 924
2024
Q4 		$16.2M Sell
147,862
-1,689
-1% -$168K 0.01% 992
2024
Q3 		$14.5M Sell
149,551
-54,522
-27% -$5.26M 0.01% 1047
2024
Q2 		$20M Sell
204,073
-28,244
-12% -$2.25M 0.01% 854
2024
Q1 		$18.5M Buy
232,317
+4,971
+2% +$376K 0.01% 957
2023
Q4 		$17.3M Sell
227,346
-1,665
-0.7% -$125K 0.01% 968
2023
Q3 		$17.7M Buy
229,011
+11,666
+5% +$851K 0.01% 885
2023
Q2 		$12.6M Sell
217,345
-12,276
-5% -$756K 0.01% 1128
2023
Q1 		$13.3M Buy
229,621
+830
+0.4% +$45.6K 0.01% 1112
2022
Q4 		$10.7M Buy
228,791
+1,683
+0.7% +$90.7K 0.01% 1203
2022
Q3 		$11.7M Sell
227,108
-94,859
-29% -$5.86M 0.01% 1097
2022
Q2 		$18.9M Buy
321,967
+121,871
+61% +$6.16M 0.01% 848
2022
Q1 		$8.6M Sell
200,096
-5,875
-3% -$262K 0.01% 1458
2021
Q4 		$10.5M Sell
205,971
-4,268
-2% -$260K 0.01% 1362
2021
Q3 		$12.7M Buy
210,239
+11,981
+6% +$970K 0.01% 1277
2021
Q2 		$16.7M Buy
198,258
+554
+0.3% +$48.2K 0.01% 1120
2021
Q1 		$17.2M Buy
197,704
+26,311
+15% +$2.4M 0.01% 1046
2020
Q4 		$14M Buy
171,393
+471
+0.3% +$41.2K 0.01% 1024
2020
Q3 		$14.9M Sell
170,922
-5,523
-3% -$540K 0.01% 824
2020
Q2 		$17.2M Buy
176,445
+14,822
+9% +$1.14M 0.02% 730
2020
Q1 		$7.49M Sell
161,623
-71,425
-31% -$3.66M 0.01% 1070
2019
Q4 		$15.2M Sell
233,048
-91
-0% -$5.76K 0.01% 1005
2019
Q3 		$13.7M Sell
233,139
-367
-0.2% -$27.5K 0.01% 1032
2019
Q2 		$20.3M Buy
233,506
+4,594
+2% +$433K 0.02% 753
2019
Q1 		$19.5M Sell
228,912
-1,039
-0.5% -$83.7K 0.02% 800
2018
Q4 		$15.3M Sell
229,951
-19,372
-8% -$1.61M 0.02% 888
2018
Q3 		$24M Buy
249,323
+12,576
+5% +$1M 0.02% 743
2018
Q2 		$17.2M Sell
236,747
-174,411
-42% -$11.8M 0.02% 920
2018
Q1 		$24.8M Buy
411,158
+11,451
+3% +$652K 0.02% 664
2017
Q4 		$21.3M Buy
399,707
+4,970
+1% +$234K 0.02% 776
2017
Q3 		$18.3M Sell
394,737
-1,251
-0.3% -$55.2K 0.02% 840
2017
Q2 		$16.9M Buy
395,988
+12,494
+3% +$489K 0.02% 881
2017
Q1 		$12.8M Buy
383,494
+14,972
+4% +$471K 0.02% 1038
2016
Q4 		$10.5M Buy
+368,522
New +$10.6M 0.01% 1140

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

Principal Financial Group's OLLI Position: Q2 2026 in Review

Principal Financial Group increased its Ollie's Bargain Outlet (OLLI) stake by 0.58% in Q2 2026, buying an estimated $66.3K and bringing the position to 137,772 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1374.

Principal Financial Group first reported a position in OLLI in Q4 2016 and has held it in 39 quarters since. The position peaked at $24.8M in Q1 2018. 453 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

  • Principal Financial Group held 137,772 shares of Ollie's Bargain Outlet worth $10.6M as of Q2 2026.
  • Principal Financial Group bought 795 Ollie's Bargain Outlet shares in Q2 2026, an estimated $66.3K.
  • Ollie's Bargain Outlet made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1374 holding.
  • Principal Financial Group first reported a position in Ollie's Bargain Outlet in Q4 2016 and has held it in 39 quarters since.
  • Principal Financial Group's Ollie's Bargain Outlet position peaked at $24.8M in Q1 2018.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.