Caldwell Sutter Capital
OSBC icon

Caldwell Sutter Capital’s Old Second Bancorp OSBC Stock Holding History

Caldwell Sutter Capital’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 		$269K Hold
11,000
– – 0.1% 191
2026
Q2 		$257K Hold
11,000
– – 0.1% 192
2026
Q1 		$222K Hold
11,000
– – 0.09% 204
2025
Q4 		$214K Hold
11,000
– – 0.09% 205
2025
Q3 		$190K Buy
+11,000
New +$198K 0.08% 216

Other funds holding OSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Caldwell Sutter Capital's OSBC Position: Q3 2026 in Review

Caldwell Sutter Capital held its Old Second Bancorp (OSBC) position steady in Q3 2026 at 11,000 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #191.

Caldwell Sutter Capital first reported a position in OSBC in Q3 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

  • Caldwell Sutter Capital held 11,000 shares of Old Second Bancorp worth $269K as of Q3 2026.
  • Caldwell Sutter Capital left its Old Second Bancorp share count unchanged in Q3 2026.
  • Old Second Bancorp made up 0.1% of Caldwell Sutter Capital's portfolio in Q3 2026, its #191 holding.
  • Caldwell Sutter Capital first reported a position in Old Second Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.