GRP
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Global Retirement Partners’s OFS Capital OFS Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-2,375
Closed -$20K – 3974
2025
Q2 		$20K Buy
+2,375
New +$20.4K ﹤0.01% 2292

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Two Sigma Investments
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AAM
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AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Global Retirement Partners's OFS Position: Q3 2025 in Review

Global Retirement Partners sold out of OFS Capital (OFS) in Q3 2025, closing a stake of 2,375 shares — an estimated $20K sold.

Global Retirement Partners first reported a position in OFS in Q2 2025 and held it in 1 quarter. The position peaked at $20K in Q2 2025. 31 funds tracked by Wall St. Rank hold OFS as of Q3 2025.

  • Global Retirement Partners reported no remaining OFS Capital position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,375 OFS Capital shares in Q3 2025, an estimated $20K.
  • Global Retirement Partners first reported a position in OFS Capital in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's OFS Capital position peaked at $20K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held OFS Capital as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.