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Allworth Financial’s OFS Capital OFS Stock Holding History

Allworth Financial’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 		$25 Buy
+7
New +$29 ﹤0.01% 5117

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

Allworth Financial's OFS Position: Q1 2026 in Review

Allworth Financial opened a new position in OFS Capital (OFS) in Q1 2026: 7 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #5117 among its holdings.

32 funds tracked by Wall St. Rank hold OFS as of Q1 2026.

  • Allworth Financial held 7 shares of OFS Capital worth $25 as of Q1 2026.
  • OFS Capital was a new Allworth Financial position in Q1 2026.
  • OFS Capital made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5117 holding.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.