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 Q1	$314K	Buy	+108,600	New	+$414K	0.01%	637

Other funds holding OCCI

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Meridian Wealth Management's OCCI Position: Q1 2026 in Review

Meridian Wealth Management opened a new position in OFS Credit Co (OCCI) in Q1 2026: 108,600 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings.

28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

Meridian Wealth Management held 108,600 shares of OFS Credit Co worth $314K as of Q1 2026.
OFS Credit Co was a new Meridian Wealth Management position in Q1 2026.
OFS Credit Co made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #637 holding.
28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.