Cambridge Investment Research Advisors
OCCI

Cambridge Investment Research Advisors’s OFS Credit Co OCCI Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$27K Sell
10,647
-1,835
-15% -$5.65K ﹤0.01% 3737
2026
Q1 		$36K Buy
+12,482
New +$47.6K ﹤0.01% 3873

Other funds holding OCCI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cambridge Investment Research Advisors's OCCI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its OFS Credit Co (OCCI) stake by 15% in Q2 2026, selling an estimated $5.65K and leaving 10,647 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Cambridge Investment Research Advisors first reported a position in OCCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $36K in Q1 2026. 4 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,647 shares of OFS Credit Co worth $27K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,835 OFS Credit Co shares in Q2 2026, an estimated $5.65K.
  • OFS Credit Co made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3737 holding.
  • Cambridge Investment Research Advisors first reported a position in OFS Credit Co in Q1 2026 and has held it in 2 quarters since.
  • Cambridge Investment Research Advisors's OFS Credit Co position peaked at $36K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.