Creative Planning
OSBC icon

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
Q2 		$1.26M Buy
53,848
+6,899
+15% +$148K ﹤0.01% 2460
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Creative Planning's OSBC Position: Q2 2026 in Review

Creative Planning increased its Old Second Bancorp (OSBC) stake by 15% in Q2 2026, buying an estimated $148K and bringing the position to 53,848 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Creative Planning first reported a position in OSBC in Q4 2021 and has held it in 19 quarters since. 185 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • Creative Planning held 53,848 shares of Old Second Bancorp worth $1.26M as of Q2 2026.
  • Creative Planning bought 6,899 Old Second Bancorp shares in Q2 2026, an estimated $148K.
  • Old Second Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2460 holding.
  • Creative Planning first reported a position in Old Second Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 185 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.