Scott Marsh Financial’s Ollie's Bargain Outlet OLLI Stock Holding History

Scott Marsh Financial’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 Q2	$1.01M	Buy	+7,652	New	+$876K	0.37%	87

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Scott Marsh Financial's OLLI Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Ollie's Bargain Outlet (OLLI) in Q2 2025: 7,652 shares worth $1.01M. The stake represents 0.37% of the portfolio and ranks #87 among its holdings.

465 funds tracked by Wall St. Rank hold OLLI as of Q2 2025.

Scott Marsh Financial held 7,652 shares of Ollie's Bargain Outlet worth $1.01M as of Q2 2025.
Ollie's Bargain Outlet was a new Scott Marsh Financial position in Q2 2025.
Ollie's Bargain Outlet made up 0.37% of Scott Marsh Financial's portfolio in Q2 2025, its #87 holding.
465 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.