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
Q2 		$31.6K Hold
10,935
– – ﹤0.01% 522
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 $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
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 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

One Capital Management's OCCI Position: Q2 2026 in Review

One Capital Management held its OFS Credit Co (OCCI) position steady in Q2 2026 at 10,935 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

One Capital Management first reported a position in OCCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.6K in Q3 2025. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • One Capital Management held 10,935 shares of OFS Credit Co worth $31.6K as of Q2 2026.
  • One Capital Management left its OFS Credit Co share count unchanged in Q2 2026.
  • OFS Credit Co made up ﹤0.01% of One Capital Management's portfolio in Q2 2026, its #522 holding.
  • One Capital Management first reported a position in OFS Credit Co in Q3 2025 and has held it in 4 quarters since.
  • One Capital Management's OFS Credit Co position peaked at $57.6K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.