GRP
OCCI

Global Retirement Partners’s OFS Credit Co OCCI Stock Holding History

Global Retirement Partners’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 		$6.8K Buy
+2,658
New +$8.19K ﹤0.01% 3578
2025
Q4 		$13.7K Buy
+2,824
New +$13.8K ﹤0.01% 3041

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

Global Retirement Partners's OCCI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in OFS Credit Co (OCCI) in Q2 2026: 2,658 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #3578 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OCCI as recently as Q4 2025.

Global Retirement Partners first reported a position in OCCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.7K in Q4 2025. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Global Retirement Partners held 2,658 shares of OFS Credit Co worth $6.8K as of Q2 2026.
  • OFS Credit Co was a new Global Retirement Partners position in Q2 2026.
  • OFS Credit Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3578 holding.
  • Global Retirement Partners first reported a position in OFS Credit Co in Q4 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's OFS Credit Co position peaked at $13.7K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.