Creative Planning
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Creative Planning’s Old Second Bancorp OSBC Stock Holding History

Creative Planning’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 		$946K Sell
46,949
-260
-0.6% -$5.22K ﹤0.01% 2510
2025
Q4 		$921K Buy
47,209
+8,903
+23% +$166K ﹤0.01% 2344
2025
Q3 		$662K Buy
38,306
+4,618
+14% +$83.2K ﹤0.01% 2482
2025
Q2 		$598K Sell
33,688
-2,531
-7% -$41.3K ﹤0.01% 2306
2025
Q1 		$603K Buy
36,219
+715
+2% +$12.8K ﹤0.01% 2118
2024
Q4 		$631K Buy
35,504
+5,397
+18% +$93.8K ﹤0.01% 2016
2024
Q3 		$469K Buy
30,107
+510
+2% +$8.21K ﹤0.01% 2163
2024
Q2 		$438K Buy
29,597
+6,639
+29% +$93.4K ﹤0.01% 2046
2024
Q1 		$318K Buy
22,958
+5,647
+33% +$78.9K ﹤0.01% 2200
2023
Q4 		$267K Buy
17,311
+1,465
+9% +$21.2K ﹤0.01% 2171
2023
Q3 		$216K Buy
15,846
+43
+0.3% +$628 ﹤0.01% 2184
2023
Q2 		$206K Sell
15,803
-46
-0.3% -$585 ﹤0.01% 2192
2023
Q1 		$223K Buy
15,849
+507
+3% +$8.09K ﹤0.01% 2044
2022
Q4 		$246K Buy
15,342
+3,787
+33% +$60.5K ﹤0.01% 1868
2022
Q3 		$151K Buy
11,555
+38
+0.3% +$533 ﹤0.01% 1971
2022
Q2 		$154K Sell
11,517
-1,591
-12% -$22.7K ﹤0.01% 1918
2022
Q1 		$190K Buy
13,108
+174
+1% +$2.44K ﹤0.01% 1901
2021
Q4 		$163K Buy
+12,934
New +$170K ﹤0.01% 1906

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's OSBC Position: Q1 2026 in Review

Creative Planning reduced its Old Second Bancorp (OSBC) stake by 0.55% in Q1 2026, selling an estimated $5.22K and leaving 46,949 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Creative Planning first reported a position in OSBC in Q4 2021 and has held it in 18 quarters since. 188 funds tracked by Wall St. Rank hold OSBC as of Q1 2026.

  • Creative Planning held 46,949 shares of Old Second Bancorp worth $946K as of Q1 2026.
  • Creative Planning sold 260 Old Second Bancorp shares in Q1 2026, an estimated $5.22K.
  • Old Second Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2510 holding.
  • Creative Planning first reported a position in Old Second Bancorp in Q4 2021 and has held it in 18 quarters since.
  • 188 funds tracked by Wall St. Rank held Old Second Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.