Chicago Partners Investment Group’s Octave Specialty Group OSG Stock Holding History

Chicago Partners Investment Group’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	$57.6K	Buy	+10,395	New	+$54.1K	﹤0.01%	1510

Other funds holding OSG

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Chicago Partners Investment Group's OSG Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Octave Specialty Group (OSG) in Q2 2026: 10,395 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings.

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

Chicago Partners Investment Group held 10,395 shares of Octave Specialty Group worth $57.6K as of Q2 2026.
Octave Specialty Group was a new Chicago Partners Investment Group position in Q2 2026.
Octave Specialty Group made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1510 holding.
147 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.