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
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 $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Commonwealth Equity Services's OCCI Position: Q1 2026 in Review

Commonwealth Equity Services increased its OFS Credit Co (OCCI) stake by 0.24% in Q1 2026, buying an estimated $118 and bringing the position to 12,843 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4223.

Commonwealth Equity Services first reported a position in OCCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $62K in Q4 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

  • Commonwealth Equity Services held 12,843 shares of OFS Credit Co worth $37.1K as of Q1 2026.
  • Commonwealth Equity Services bought 31 OFS Credit Co shares in Q1 2026, an estimated $118.
  • OFS Credit Co made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #4223 holding.
  • Commonwealth Equity Services first reported a position in OFS Credit Co in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Equity Services's OFS Credit Co position peaked at $62K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.