MWM
OCCI

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

MinichMacGregor 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 		– Sell
-11,635
Closed -$56.3K – 154
2025
Q4 		$56.3K Sell
11,635
-118
-1% -$579 0.01% 136
2025
Q3 		$63.6K Buy
11,753
+14
+0.1% +$83 0.01% 140
2025
Q2 		$73.1K Buy
+11,739
New +$74.5K 0.02% 124
2023
Q1 		– Sell
-3,160
Closed -$25.7K – 458
2022
Q4 		$25.7K Buy
+3,160
New +$27.8K 0.01% 263

Other funds holding OCCI

VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of OFS Credit Co (OCCI) in Q1 2026, closing a stake of 11,635 shares — an estimated $56.3K sold.

MinichMacGregor Wealth Management first reported a position in OCCI in Q4 2022 and held it in 4 quarters. The position peaked at $73.1K in Q2 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

  • MinichMacGregor Wealth Management reported no remaining OFS Credit Co position as of Q1 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 11,635 OFS Credit Co shares in Q1 2026, an estimated $56.3K.
  • MinichMacGregor Wealth Management first reported a position in OFS Credit Co in Q4 2022 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's OFS Credit Co position peaked at $73.1K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.