StoneX Group’s OFS Credit Co OCCI Stock Holding History

StoneX 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 Q1	–	Sell	-11,346	Closed	-$54.9K	–	1161
2025 Q4	$54.9K	Buy	+11,346	New	+$55.6K	﹤0.01%	927

Other funds holding OCCI

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

StoneX Group's OCCI Position: Q1 2026 in Review

StoneX Group sold out of OFS Credit Co (OCCI) in Q1 2026, closing a stake of 11,346 shares — an estimated $54.9K sold.

StoneX Group first reported a position in OCCI in Q4 2025 and held it in 1 quarter. The position peaked at $54.9K in Q4 2025. 28 funds tracked by Wall St. Rank hold OCCI as of Q1 2026.

StoneX Group reported no remaining OFS Credit Co position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 11,346 OFS Credit Co shares in Q1 2026, an estimated $54.9K.
StoneX Group first reported a position in OFS Credit Co in Q4 2025 and held it in 1 quarter.
StoneX Group's OFS Credit Co position peaked at $54.9K in Q4 2025.
28 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.