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LGT Financial Advisors’s OFS Capital OFS Stock Holding History

LGT Financial Advisors’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
2026
Q1 		$11K Buy
+3,085
New +$12.9K 0.06% 129

Other funds holding OFS

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LGT Financial Advisors's OFS Position: Q1 2026 in Review

LGT Financial Advisors opened a new position in OFS Capital (OFS) in Q1 2026: 3,085 shares worth $11K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

32 funds tracked by Wall St. Rank hold OFS as of Q1 2026.

  • LGT Financial Advisors held 3,085 shares of OFS Capital worth $11K as of Q1 2026.
  • OFS Capital was a new LGT Financial Advisors position in Q1 2026.
  • OFS Capital made up 0.06% of LGT Financial Advisors's portfolio in Q1 2026, its #129 holding.
  • 32 funds tracked by Wall St. Rank held OFS Capital as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.