LFG
OCCI

Larson Financial Group’s OFS Credit Co OCCI Stock Holding History

Larson Financial Group’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 		– Sell
-101
Closed -$544 – 3609
2025
Q3 		$544 Sell
101
-10,037
-99% -$59.3K ﹤0.01% 3084
2025
Q2 		$63.2K Buy
+10,138
New +$64.3K ﹤0.01% 987

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

Larson Financial Group's OCCI Position: Q4 2025 in Review

Larson Financial Group sold out of OFS Credit Co (OCCI) in Q4 2025, closing a stake of 101 shares — an estimated $544 sold.

Larson Financial Group first reported a position in OCCI in Q2 2025 and held it in 2 quarters. The position peaked at $63.2K in Q2 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q4 2025.

  • Larson Financial Group reported no remaining OFS Credit Co position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 101 OFS Credit Co shares in Q4 2025, an estimated $544.
  • Larson Financial Group first reported a position in OFS Credit Co in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's OFS Credit Co position peaked at $63.2K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.