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

Putney 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
2025
Q3 		– Sell
-300
Closed -$39.5K – 213
2025
Q2 		$39.5K Hold
300
– – 0.04% 140
2025
Q1 		$34.9K Hold
300
– – 0.04% 135
2024
Q4 		$32.9K Buy
+300
New +$29.9K 0.03% 153

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putney Financial Group's OLLI Position: Q3 2025 in Review

Putney Financial Group sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 300 shares — an estimated $39.5K sold.

Putney Financial Group first reported a position in OLLI in Q4 2024 and held it in 3 quarters. The position peaked at $39.5K in Q2 2025. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Putney Financial Group reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 300 Ollie's Bargain Outlet shares in Q3 2025, an estimated $39.5K.
  • Putney Financial Group first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Ollie's Bargain Outlet position peaked at $39.5K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.