Curi RMB Capital’s OFS Capital OFS Stock Holding History

Curi RMB Capital’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	$230K	Buy	+65,000	New	+$238K	﹤0.01%	837

Other funds holding OFS

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Curi RMB Capital's OFS Position: Q2 2026 in Review

Curi RMB Capital opened a new position in OFS Capital (OFS) in Q2 2026: 65,000 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

22 funds tracked by Wall St. Rank hold OFS as of Q2 2026.

Curi RMB Capital held 65,000 shares of OFS Capital worth $230K as of Q2 2026.
OFS Capital was a new Curi RMB Capital position in Q2 2026.
OFS Capital made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #837 holding.
22 funds tracked by Wall St. Rank held OFS Capital as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.