AIM
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Access Investment Management’s OFS Capital OFS Stock Holding History

Access Investment Management’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,500
Closed -$19.2K – 172
2025
Q4 		$19.2K Hold
2,500
– – 0.01% 134
2025
Q3 		$19.2K Hold
2,500
– – 0.01% 134
2025
Q2 		$21.1K Buy
+2,500
New +$21.5K 0.01% 130
2024
Q4 		$20.2K Hold
2,500
– – 0.01% 94
2024
Q3 		$21.1K Hold
2,500
– – 0.01% 96
2024
Q2 		$22.2K Sell
2,500
-30,000
-92% -$289K 0.01% 94
2024
Q1 		$323K Hold
32,500
– – 0.11% 73
2023
Q4 		$380K Buy
+32,500
New +$351K 0.14% 64

Other funds holding OFS

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Access Investment Management's OFS Position: Q1 2026 in Review

Access Investment Management sold out of OFS Capital (OFS) in Q1 2026, closing a stake of 2,500 shares — an estimated $19.2K sold.

Access Investment Management first reported a position in OFS in Q4 2023 and held it in 8 quarters. The position peaked at $380K in Q4 2023. 32 funds tracked by Wall St. Rank hold OFS as of Q1 2026.

  • Access Investment Management reported no remaining OFS Capital position as of Q1 2026 after selling out during the quarter.
  • Access Investment Management sold 2,500 OFS Capital shares in Q1 2026, an estimated $19.2K.
  • Access Investment Management first reported a position in OFS Capital in Q4 2023 and held it in 8 quarters.
  • Access Investment Management's OFS Capital position peaked at $380K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.