Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s OFS Capital OFS Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-15,040
Closed -$53K – 4140
2026
Q1 		$53K Hold
15,040
– – ﹤0.01% 3855
2025
Q4 		$72K Sell
15,040
-3,050
-17% -$17.6K ﹤0.01% 3729
2025
Q3 		$139K Hold
18,090
– – ﹤0.01% 3557
2025
Q2 		$153K Hold
18,090
– – ﹤0.01% 3408
2025
Q1 		$168K Sell
18,090
-250
-1% -$2.12K ﹤0.01% 3249
2024
Q4 		$148K Buy
18,340
+3,840
+26% +$31.5K ﹤0.01% 3257
2024
Q3 		$123K Hold
14,500
– – ﹤0.01% 3236
2024
Q2 		$129K Buy
14,500
+2,250
+18% +$21.7K ﹤0.01% 3122
2024
Q1 		$122K Hold
12,250
– – ﹤0.01% 3124
2023
Q4 		$143K Buy
12,250
+1,000
+9% +$10.8K ﹤0.01% 2981
2023
Q3 		$126K Sell
11,250
-1,010
-8% -$10.7K ﹤0.01% 2926
2023
Q2 		$121K Buy
12,260
+560
+5% +$5.5K ﹤0.01% 2972
2023
Q1 		$120K Hold
11,700
– – ﹤0.01% 2935
2022
Q4 		$119K Hold
11,700
– – ﹤0.01% 2877
2022
Q3 		$96K Hold
11,700
– – ﹤0.01% 2866
2022
Q2 		$116K Sell
11,700
-1,635
-12% -$19.8K ﹤0.01% 2841
2022
Q1 		$173K Sell
13,335
-438
-3% -$4.71K ﹤0.01% 2914
2021
Q4 		$150K Buy
13,773
+411
+3% +$4.52K ﹤0.01% 2964
2021
Q3 		$138K Buy
13,362
+722
+6% +$7.22K ﹤0.01% 2900
2021
Q2 		$126K Buy
12,640
+1,140
+10% +$10.7K ﹤0.01% 2934
2021
Q1 		$101K Hold
11,500
– – ﹤0.01% 2756
2020
Q4 		$82K Hold
11,500
– – ﹤0.01% 2625
2020
Q3 		$54K Buy
11,500
+500
+5% +$2.29K ﹤0.01% 2440
2020
Q2 		$50K Hold
11,000
– – ﹤0.01% 2379
2020
Q1 		$45K Hold
11,000
– – ﹤0.01% 2188
2019
Q4 		$123K Hold
11,000
– – ﹤0.01% 2290
2019
Q3 		$128K Buy
+11,000
New +$126K ﹤0.01% 2205

Other funds holding OFS

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

Cambridge Investment Research Advisors sold out of OFS Capital (OFS) in Q2 2026, closing a stake of 15,040 shares — an estimated $53K sold.

Cambridge Investment Research Advisors first reported a position in OFS in Q3 2019 and held it in 27 quarters. The position peaked at $173K in Q1 2022. 6 funds tracked by Wall St. Rank hold OFS as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining OFS Capital position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,040 OFS Capital shares in Q2 2026, an estimated $53K.
  • Cambridge Investment Research Advisors first reported a position in OFS Capital in Q3 2019 and held it in 27 quarters.
  • Cambridge Investment Research Advisors's OFS Capital position peaked at $173K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held OFS Capital as of Q2 2026.

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