AI
OSG

Atria Investments’s Octave Specialty Group OSG Stock Holding History

Atria Investments’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 		$77.8K Buy
+12,473
New +$64.9K ﹤0.01% 2100

Other funds holding OSG

HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Atria Investments's OSG Position: Q2 2026 in Review

Atria Investments opened a new position in Octave Specialty Group (OSG) in Q2 2026: 12,473 shares worth $77.8K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings.

23 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Atria Investments held 12,473 shares of Octave Specialty Group worth $77.8K as of Q2 2026.
  • Octave Specialty Group was a new Atria Investments position in Q2 2026.
  • Octave Specialty Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2100 holding.
  • 23 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.