HI
OCCI

Harbour Investments’s OFS Credit Co OCCI Stock Holding History

Harbour Investments’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 		$690 Buy
270
+14
+5% +$43 ﹤0.01% 4304
2026
Q1 		$741 Buy
+256
New +$976 ﹤0.01% 4171

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

Harbour Investments's OCCI Position: Q2 2026 in Review

Harbour Investments increased its OFS Credit Co (OCCI) stake by 5.5% in Q2 2026, buying an estimated $43 and bringing the position to 270 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

Harbour Investments first reported a position in OCCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $741 in Q1 2026. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Harbour Investments held 270 shares of OFS Credit Co worth $690 as of Q2 2026.
  • Harbour Investments bought 14 OFS Credit Co shares in Q2 2026, an estimated $43.
  • OFS Credit Co made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4304 holding.
  • Harbour Investments first reported a position in OFS Credit Co in Q1 2026 and has held it in 2 quarters since.
  • Harbour Investments's OFS Credit Co position peaked at $741 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.