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 Q2	$425K	Sell	18,300 -350	-2%	-$7.49K	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

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

4Wealth Advisors's OSBC Position: Q2 2026 in Review

4Wealth Advisors reduced its Old Second Bancorp (OSBC) stake by 1.9% in Q2 2026, selling an estimated $7.49K and leaving 18,300 shares worth $425K. The position accounts for 0.33% of the portfolio, ranked #93.

4Wealth Advisors first reported a position in OSBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $580K in Q3 2025. 37 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

4Wealth Advisors held 18,300 shares of Old Second Bancorp worth $425K as of Q2 2026.
4Wealth Advisors sold 350 Old Second Bancorp shares in Q2 2026, an estimated $7.49K.
Old Second Bancorp made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #93 holding.
4Wealth Advisors first reported a position in Old Second Bancorp in Q3 2025 and has held it in 4 quarters since.
4Wealth Advisors's Old Second Bancorp position peaked at $580K in Q3 2025.
37 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.