BWA
OSG

Basecamp Wealth Advisors’s Octave Specialty Group OSG Stock Holding History

Basecamp Wealth Advisors’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 		$200 Sell
32
-50
-61% -$260 ﹤0.01% 1739
2026
Q1 		$381 Buy
+82
New +$469 ﹤0.01% 1781

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

Basecamp Wealth Advisors's OSG Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Octave Specialty Group (OSG) stake by 61% in Q2 2026, selling an estimated $260 and leaving 32 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Basecamp Wealth Advisors first reported a position in OSG in Q1 2026 and has held it in 2 quarters since. The position peaked at $381 in Q1 2026. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Basecamp Wealth Advisors held 32 shares of Octave Specialty Group worth $200 as of Q2 2026.
  • Basecamp Wealth Advisors sold 50 Octave Specialty Group shares in Q2 2026, an estimated $260.
  • Octave Specialty Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1739 holding.
  • Basecamp Wealth Advisors first reported a position in Octave Specialty Group in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's Octave Specialty Group position peaked at $381 in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.