WhitTier Trust Company’s Olo Inc OLO Stock Holding History

WhitTier Trust Company’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-16,060	Closed	-$143K	–	1430
2025 Q2	$143K	Hold	16,060	–	–	﹤0.01%	569
2025 Q1	$97K	Hold	16,060	–	–	﹤0.01%	627
2024 Q4	$123K	Hold	16,060	–	–	﹤0.01%	571
2024 Q3	$79.7K	Hold	16,060	–	–	﹤0.01%	645
2024 Q2	$71K	Hold	16,060	–	–	﹤0.01%	623
2024 Q1	$88.2K	Hold	16,060	–	–	﹤0.01%	580
2023 Q4	$91.9K	Hold	16,060	–	–	﹤0.01%	575
2023 Q3	$97.3K	Hold	16,060	–	–	﹤0.01%	554
2023 Q2	$104K	Hold	16,060	–	–	﹤0.01%	561
2023 Q1	$131K	Hold	16,060	–	–	﹤0.01%	512
2022 Q4	$100K	Hold	16,060	–	–	﹤0.01%	561
2022 Q3	$127K	Hold	16,060	–	–	0.01%	520
2022 Q2	$159K	Buy	+16,060	New	+$175K	0.01%	488

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

WhitTier Trust Company's OLO Position: Q3 2025 in Review

WhitTier Trust Company sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 16,060 shares — an estimated $143K sold.

WhitTier Trust Company first reported a position in OLO in Q2 2022 and held it in 13 quarters. The position peaked at $159K in Q2 2022. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

WhitTier Trust Company reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 16,060 Olo Inc shares in Q3 2025, an estimated $143K.
WhitTier Trust Company first reported a position in Olo Inc in Q2 2022 and held it in 13 quarters.
WhitTier Trust Company's Olo Inc position peaked at $159K in Q2 2022.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.