Congress Asset Management
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Congress Asset Management’s Old Second Bancorp OSBC Stock Holding History

Congress Asset Management’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 		$10.1M Buy
411,201
+72,551
+21% +$1.8M 0.07% 229
2026
Q2 		$7.9M Buy
+338,650
New +$7.24M 0.05% 234

Other funds holding OSBC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Congress Asset Management's OSBC Position: Q3 2026 in Review

Congress Asset Management increased its Old Second Bancorp (OSBC) stake by 21% in Q3 2026, buying an estimated $1.8M and bringing the position to 411,201 shares worth $10.1M. The position accounts for 0.07% of the portfolio, ranked #229.

Congress Asset Management first reported a position in OSBC in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

  • Congress Asset Management held 411,201 shares of Old Second Bancorp worth $10.1M as of Q3 2026.
  • Congress Asset Management bought 72,551 Old Second Bancorp shares in Q3 2026, an estimated $1.8M.
  • Old Second Bancorp made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #229 holding.
  • Congress Asset Management first reported a position in Old Second Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.