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SageView Advisory Group’s Ollie's Bargain Outlet OLLI Stock Holding History

SageView Advisory 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
Q1 		– Sell
-265
Closed -$29K – 1841
2025
Q4 		$29K Buy
+265
New +$32K ﹤0.01% 1303

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

SageView Advisory Group's OLLI Position: Q1 2026 in Review

SageView Advisory Group sold out of Ollie's Bargain Outlet (OLLI) in Q1 2026, closing a stake of 265 shares — an estimated $29K sold.

SageView Advisory Group first reported a position in OLLI in Q4 2025 and held it in 1 quarter. The position peaked at $29K in Q4 2025. 479 funds tracked by Wall St. Rank hold OLLI as of Q1 2026.

  • SageView Advisory Group reported no remaining Ollie's Bargain Outlet position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 265 Ollie's Bargain Outlet shares in Q1 2026, an estimated $29K.
  • SageView Advisory Group first reported a position in Ollie's Bargain Outlet in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Ollie's Bargain Outlet position peaked at $29K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.