PWPS
OCCI

Pinnacle Wealth Planning Services’s OFS Credit Co OCCI Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.02K Sell
790
-172
-18% -$530 ﹤0.01% 2474
2026
Q1 		$2.78K Hold
962
– – ﹤0.01% 2384
2025
Q4 		$4.66K Buy
+962
New +$4.72K ﹤0.01% 2305

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

Pinnacle Wealth Planning Services's OCCI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its OFS Credit Co (OCCI) stake by 18% in Q2 2026, selling an estimated $530 and leaving 790 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Pinnacle Wealth Planning Services first reported a position in OCCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.66K in Q4 2025. 34 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 790 shares of OFS Credit Co worth $2.02K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 172 OFS Credit Co shares in Q2 2026, an estimated $530.
  • OFS Credit Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2474 holding.
  • Pinnacle Wealth Planning Services first reported a position in OFS Credit Co in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's OFS Credit Co position peaked at $4.66K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.