OCM
OCCI

One Capital Management’s OFS Credit Co OCCI Stock Holding History

One Capital 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 		$31.6K Buy
10,935
+280
+3% +$1.07K ﹤0.01% 524
2025
Q4 		$51.6K Hold
10,655
– – ﹤0.01% 518
2025
Q3 		$57.6K Buy
+10,655
New +$62.9K ﹤0.01% 481

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 $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 1-Year Est. Return

One Capital Management's OCCI Position: Q1 2026 in Review

One Capital Management increased its OFS Credit Co (OCCI) stake by 2.6% in Q1 2026, buying an estimated $1.07K and bringing the position to 10,935 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

One Capital Management first reported a position in OCCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $57.6K in Q3 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

  • One Capital Management held 10,935 shares of OFS Credit Co worth $31.6K as of Q1 2026.
  • One Capital Management bought 280 OFS Credit Co shares in Q1 2026, an estimated $1.07K.
  • OFS Credit Co made up ﹤0.01% of One Capital Management's portfolio in Q1 2026, its #524 holding.
  • One Capital Management first reported a position in OFS Credit Co in Q3 2025 and has held it in 3 quarters since.
  • One Capital Management's OFS Credit Co position peaked at $57.6K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.