MWM
OCCI

Meridian Wealth Management’s OFS Credit Co OCCI Stock Holding History

Meridian Wealth Management’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 		$278K Hold
108,600
– – 0.01% 696
2026
Q1 		$314K Buy
+108,600
New +$414K 0.01% 637

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
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
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Meridian Wealth Management's OCCI Position: Q2 2026 in Review

Meridian Wealth Management held its OFS Credit Co (OCCI) position steady in Q2 2026 at 108,600 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #696.

Meridian Wealth Management first reported a position in OCCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Meridian Wealth Management held 108,600 shares of OFS Credit Co worth $278K as of Q2 2026.
  • Meridian Wealth Management left its OFS Credit Co share count unchanged in Q2 2026.
  • OFS Credit Co made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Meridian Wealth Management first reported a position in OFS Credit Co in Q1 2026 and has held it in 2 quarters since.
  • Meridian Wealth Management's OFS Credit Co position peaked at $314K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.