PF
OFS icon

Prota Financial’s OFS Capital OFS Stock Holding History

Prota Financial’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.4K Hold
12,950
– – 0.03% 70
2026
Q1 		$46K Hold
12,950
– – 0.03% 67
2025
Q4 		$61.6K Buy
+12,950
New +$74.7K 0.04% 67

Other funds holding OFS

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Prota Financial's OFS Position: Q2 2026 in Review

Prota Financial held its OFS Capital (OFS) position steady in Q2 2026 at 12,950 shares worth $46.4K. The position accounts for 0.03% of the portfolio, ranked #70.

Prota Financial first reported a position in OFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.6K in Q4 2025. 5 funds tracked by Wall St. Rank hold OFS as of Q2 2026.

  • Prota Financial held 12,950 shares of OFS Capital worth $46.4K as of Q2 2026.
  • Prota Financial left its OFS Capital share count unchanged in Q2 2026.
  • OFS Capital made up 0.03% of Prota Financial's portfolio in Q2 2026, its #70 holding.
  • Prota Financial first reported a position in OFS Capital in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's OFS Capital position peaked at $61.6K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held OFS Capital as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.