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 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 $7.34B AUM 183.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Legacy Financial Advisors's OCC Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Optical Cable Corp (OCC) stake by 23% in Q1 2026, selling an estimated $59.8K and leaving 33,393 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #343.

Legacy Financial Advisors first reported a position in OCC in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.08M in Q3 2025. 38 funds tracked by Wall St. Rank hold OCC as of Q1 2026.

Legacy Financial Advisors held 33,393 shares of Optical Cable Corp worth $275K as of Q1 2026.
Legacy Financial Advisors sold 10,000 Optical Cable Corp shares in Q1 2026, an estimated $59.8K.
Optical Cable Corp made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #343 holding.
Legacy Financial Advisors first reported a position in Optical Cable Corp in Q2 2018 and has held it in 15 quarters since.
Legacy Financial Advisors's Optical Cable Corp position peaked at $2.08M in Q3 2025.
38 funds tracked by Wall St. Rank held Optical Cable Corp as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.