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Legacy Financial Advisors’s Optical Cable Corp OCC Stock Holding History

Legacy Financial Advisors’s Portfolio OCC Stock Details OCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33,393
Closed -$275K – 450
2026
Q1 		$275K Sell
33,393
-10,000
-23% -$59.8K 0.04% 343
2025
Q4 		$193K Sell
43,393
-213,141
-83% -$1.66M 0.03% 385
2025
Q3 		$2.08M Sell
256,534
-74,937
-23% -$458K 0.29% 57
2025
Q2 		$963K Buy
331,471
+216,275
+188% +$622K 0.15% 109
2025
Q1 		$321K Sell
115,196
-45,880
-28% -$196K 0.05% 264
2024
Q4 		$581K Sell
161,076
-50,955
-24% -$126K 0.1% 175
2024
Q3 		$568K Buy
212,031
+108,406
+105% +$295K 0.1% 180
2024
Q2 		$281K Buy
103,625
+22,609
+28% +$63.7K 0.05% 262
2024
Q1 		$229K Buy
81,016
+26,481
+49% +$74.5K 0.04% 293
2023
Q4 		$147K Buy
54,535
+24,051
+79% +$64.3K 0.03% 290
2023
Q3 		$91.1K Buy
+30,484
New +$110K 0.02% 261
2019
Q2 		– Sell
-5,333
Closed -$25K – 656
2019
Q1 		$25K Hold
5,333
– – 0.01% 412
2018
Q4 		$20K Hold
5,333
– – 0.01% 415
2018
Q3 		$32K Hold
5,333
– – 0.01% 303
2018
Q2 		$21K Buy
+5,333
New +$16.5K 0.01% 370

Other funds holding OCC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's OCC Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Optical Cable Corp (OCC) in Q2 2026, closing a stake of 33,393 shares — an estimated $275K sold.

Legacy Financial Advisors first reported a position in OCC in Q2 2018 and held it in 15 quarters. The position peaked at $2.08M in Q3 2025. 43 funds tracked by Wall St. Rank hold OCC as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Optical Cable Corp position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 33,393 Optical Cable Corp shares in Q2 2026, an estimated $275K.
  • Legacy Financial Advisors first reported a position in Optical Cable Corp in Q2 2018 and held it in 15 quarters.
  • Legacy Financial Advisors's Optical Cable Corp position peaked at $2.08M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Optical Cable Corp as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.