Commonwealth Equity Services
OCCI

Commonwealth Equity Services’s OFS Credit Co OCCI Stock Holding History

Commonwealth Equity Services’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 		– Sell
-12,843
Closed -$37.1K – 4524
2026
Q1 		$37.1K Buy
12,843
+31
+0.2% +$118 ﹤0.01% 4223
2025
Q4 		$62K Buy
+12,812
New +$62.8K ﹤0.01% 4162

Other funds holding OCCI

VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM

Commonwealth Equity Services's OCCI Position: Q2 2026 in Review

Commonwealth Equity Services sold out of OFS Credit Co (OCCI) in Q2 2026, closing a stake of 12,843 shares — an estimated $37.1K sold.

Commonwealth Equity Services first reported a position in OCCI in Q4 2025 and held it in 2 quarters. The position peaked at $62K in Q4 2025. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Commonwealth Equity Services reported no remaining OFS Credit Co position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,843 OFS Credit Co shares in Q2 2026, an estimated $37.1K.
  • Commonwealth Equity Services first reported a position in OFS Credit Co in Q4 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's OFS Credit Co position peaked at $62K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.