Carson Wealth (CWM LLC)
OSBC icon

Carson Wealth (CWM LLC)’s Old Second Bancorp OSBC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$474K Sell
23,515
-570
-2% -$11.4K ﹤0.01% 2057
2025
Q4 		$470K Sell
24,085
-273
-1% -$5.1K ﹤0.01% 1959
2025
Q3 		$421K Buy
24,358
+4,907
+25% +$88.4K ﹤0.01% 1899
2025
Q2 		$345K Sell
19,451
-854
-4% -$13.9K ﹤0.01% 1778
2025
Q1 		$338K Buy
20,305
+10,559
+108% +$189K ﹤0.01% 1612
2024
Q4 		$173K Buy
9,746
+1,780
+22% +$30.9K ﹤0.01% 1924
2024
Q3 		$124K Buy
7,966
+2,123
+36% +$34.2K ﹤0.01% 2058
2024
Q2 		$87K Sell
5,843
-9,786
-63% -$138K ﹤0.01% 2063
2024
Q1 		$216K Buy
15,629
+236
+2% +$3.3K ﹤0.01% 1481
2023
Q4 		$238K Buy
15,393
+47
+0.3% +$679 ﹤0.01% 1341
2023
Q3 		$209K Buy
15,346
+4,305
+39% +$62.9K ﹤0.01% 1298
2023
Q2 		$144K Sell
11,041
-296
-3% -$3.77K ﹤0.01% 1385
2023
Q1 		$159K Hold
11,337
– – ﹤0.01% 1293
2022
Q4 		$182K Buy
11,337
+14
+0.1% +$224 ﹤0.01% 1134
2022
Q3 		$148K Buy
11,323
+11,062
+4,238% +$155K ﹤0.01% 1165
2022
Q2 		$3K Buy
261
+64
+32% +$914 ﹤0.01% 3222
2022
Q1 		$3K Hold
197
– – ﹤0.01% 3060
2021
Q4 		$2K Buy
+197
New +$2.59K ﹤0.01% 3158
2021
Q2 		$2K Hold
197
– – ﹤0.01% 2684
2021
Q1 		$2K Hold
197
– – ﹤0.01% 2684
2020
Q4 		$2K Hold
197
– – ﹤0.01% 2683
2020
Q3 		$2K Hold
197
– – ﹤0.01% 2682
2020
Q2 		$2K Hold
197
– – ﹤0.01% 2681
2020
Q1 		$2K Hold
197
– – ﹤0.01% 2681
2019
Q4 		$2K Hold
197
– – ﹤0.01% 2680
2019
Q3 		$2K Hold
197
– – ﹤0.01% 2680
2019
Q2 		$2K Hold
197
– – ﹤0.01% 2679
2019
Q1 		$2K Buy
+197
New +$2.73K ﹤0.01% 2676

Other funds holding OSBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OSBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Old Second Bancorp (OSBC) stake by 2.4% in Q1 2026, selling an estimated $11.4K and leaving 23,515 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Carson Wealth (CWM LLC) first reported a position in OSBC in Q1 2019 and has held it in 28 quarters since. 188 funds tracked by Wall St. Rank hold OSBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,515 shares of Old Second Bancorp worth $474K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 570 Old Second Bancorp shares in Q1 2026, an estimated $11.4K.
  • Old Second Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2057 holding.
  • Carson Wealth (CWM LLC) first reported a position in Old Second Bancorp in Q1 2019 and has held it in 28 quarters since.
  • 188 funds tracked by Wall St. Rank held Old Second Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.