Planning Strategies Inc.’s Ollie's Bargain Outlet OLLI Stock Holding History

Planning Strategies Inc.’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 Q2	$77	Buy	+1	New	+$83	﹤0.01%	1047

Other funds holding OLLI

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

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

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s OLLI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ollie's Bargain Outlet (OLLI) in Q2 2026: 1 share worth $77. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

106 funds tracked by Wall St. Rank hold OLLI as of Q2 2026.

Planning Strategies Inc. held 1 share of Ollie's Bargain Outlet worth $77 as of Q2 2026.
Ollie's Bargain Outlet was a new Planning Strategies Inc. position in Q2 2026.
Ollie's Bargain Outlet made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1047 holding.
106 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.