Private Advisor Group’s OFS Credit Co OCCI Stock Holding History

Private Advisor Group’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	$31.8K	Buy	+12,419	New	+$38.3K	﹤0.01%	2484
2020 Q3	–	Sell	-2,908	Closed	-$24K	–	2823
2020 Q2	$24K	Buy	+2,908	New	+$23.2K	﹤0.01%	2485

Other funds holding OCCI

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Private Advisor Group's OCCI Position: Q2 2026 in Review

Private Advisor Group opened a new position in OFS Credit Co (OCCI) in Q2 2026: 12,419 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #2484 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in OCCI as recently as Q2 2020.

Private Advisor Group first reported a position in OCCI in Q2 2020 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

Private Advisor Group held 12,419 shares of OFS Credit Co worth $31.8K as of Q2 2026.
OFS Credit Co was a new Private Advisor Group position in Q2 2026.
OFS Credit Co made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2484 holding.
Private Advisor Group first reported a position in OFS Credit Co in Q2 2020 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.