AAP
OSG

Arax Advisory Partners’s Octave Specialty Group OSG Stock Holding History

Arax Advisory Partners’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3K Buy
+3,259
New +$17K ﹤0.01% 3950
2026
Q1 		– Sell
-257
Closed -$2K – 3790
2025
Q4 		$2K Sell
257
-6,357
-96% -$54.3K ﹤0.01% 3262
2025
Q3 		$55.2K Buy
+6,614
New +$55.9K ﹤0.01% 1787

Other funds holding OSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Arax Advisory Partners's OSG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Octave Specialty Group (OSG) in Q2 2026: 3,259 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #3950 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in OSG as recently as Q4 2025.

Arax Advisory Partners first reported a position in OSG in Q3 2025 and has held it in 3 quarters since. The position peaked at $55.2K in Q3 2025. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Arax Advisory Partners held 3,259 shares of Octave Specialty Group worth $20.3K as of Q2 2026.
  • Octave Specialty Group was a new Arax Advisory Partners position in Q2 2026.
  • Octave Specialty Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3950 holding.
  • Arax Advisory Partners first reported a position in Octave Specialty Group in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Octave Specialty Group position peaked at $55.2K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.