4Wealth Advisors’s Old Second Bancorp OSBC Stock Holding History

4Wealth Advisors’s Portfolio OSBC Stock Details OSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$407K	Sell	16,500 -1,800	-10%	-$44.6K	0.28%	79
2026 Q2	$425K	Sell	18,300 -350	-2%	-$7.48K	0.33%	93
2026 Q1	$370K	Hold	18,650	–	–	0.32%	99
2025 Q4	$364K	Sell	18,650 -14,908	-44%	-$279K	0.31%	105
2025 Q3	$580K	Buy	+33,558	New	+$604K	0.52%	66

Other funds holding OSBC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MSH Capital Advisors Scottsdale, Arizona $645M AUM 20.08% 1-Year Est. Return

4Wealth Advisors's OSBC Position: Q3 2026 in Review

4Wealth Advisors reduced its Old Second Bancorp (OSBC) stake by 9.8% in Q3 2026, selling an estimated $44.6K and leaving 16,500 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #79.

4Wealth Advisors first reported a position in OSBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $580K in Q3 2025. 72 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

4Wealth Advisors held 16,500 shares of Old Second Bancorp worth $407K as of Q3 2026.
4Wealth Advisors sold 1,800 Old Second Bancorp shares in Q3 2026, an estimated $44.6K.
Old Second Bancorp made up 0.28% of 4Wealth Advisors's portfolio in Q3 2026, its #79 holding.
4Wealth Advisors first reported a position in Old Second Bancorp in Q3 2025 and has held it in 5 quarters since.
4Wealth Advisors's Old Second Bancorp position peaked at $580K in Q3 2025.
72 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.