Retirement Wealth Solutions
OLLI icon

Retirement Wealth Solutions’s Ollie's Bargain Outlet OLLI Stock Holding History

Retirement Wealth Solutions’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 		$1.11K Buy
13
+8
+160% +$592 ﹤0.01% 713
2026
Q2 		$385 Buy
5
+1
+25% +$83 ﹤0.01% 746
2026
Q1 		$369 Sell
4
-1
-20% -$108 ﹤0.01% 752
2025
Q4 		$549 Sell
5
-6
-55% -$723 ﹤0.01% 665
2025
Q3 		$1.41K Buy
+11
New +$1.46K ﹤0.01% 497

Other funds holding OLLI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Retirement Wealth Solutions's OLLI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Ollie's Bargain Outlet (OLLI) stake by 160% in Q3 2026, buying an estimated $592 and bringing the position to 13 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Retirement Wealth Solutions first reported a position in OLLI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41K in Q3 2025. 117 funds tracked by Wall St. Rank hold OLLI as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Ollie's Bargain Outlet worth $1.11K as of Q3 2026.
  • Retirement Wealth Solutions bought 8 Ollie's Bargain Outlet shares in Q3 2026, an estimated $592.
  • Ollie's Bargain Outlet made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #713 holding.
  • Retirement Wealth Solutions first reported a position in Ollie's Bargain Outlet in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Ollie's Bargain Outlet position peaked at $1.41K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.