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Advisory Solutions Group’s OFS Credit Co OCCI Stock Holding History

Advisory Solutions Group’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.1K Buy
23,639
+4,507
+24% +$11.2K 0.01% 291
2026
Q2 		$49K Buy
+19,132
New +$59K 0.02% 204

Other funds holding OCCI

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Advisory Solutions Group's OCCI Position: Q3 2026 in Review

Advisory Solutions Group increased its OFS Credit Co (OCCI) stake by 24% in Q3 2026, buying an estimated $11.2K and bringing the position to 23,639 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Advisory Solutions Group first reported a position in OCCI in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold OCCI as of Q3 2026.

  • Advisory Solutions Group held 23,639 shares of OFS Credit Co worth $54.1K as of Q3 2026.
  • Advisory Solutions Group bought 4,507 OFS Credit Co shares in Q3 2026, an estimated $11.2K.
  • OFS Credit Co made up 0.01% of Advisory Solutions Group's portfolio in Q3 2026, its #291 holding.
  • Advisory Solutions Group first reported a position in OFS Credit Co in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held OFS Credit Co as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.