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
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 $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

Pinnacle Wealth Planning Services's OCCI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its OFS Credit Co (OCCI) position steady in Q1 2026 at 962 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Pinnacle Wealth Planning Services first reported a position in OCCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.66K in Q4 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 962 shares of OFS Credit Co worth $2.78K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its OFS Credit Co share count unchanged in Q1 2026.
  • OFS Credit Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2384 holding.
  • Pinnacle Wealth Planning Services first reported a position in OFS Credit Co in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's OFS Credit Co position peaked at $4.66K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.