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
2025
Q4 		$13.7K Buy
+2,824
New +$13.8K ﹤0.01% 3041

Other funds holding OCCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Global Retirement Partners's OCCI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in OFS Credit Co (OCCI) in Q4 2025: 2,824 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #3041 among its holdings.

28 funds tracked by Wall St. Rank hold OCCI as of Q4 2025.

  • Global Retirement Partners held 2,824 shares of OFS Credit Co worth $13.7K as of Q4 2025.
  • OFS Credit Co was a new Global Retirement Partners position in Q4 2025.
  • OFS Credit Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3041 holding.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.