Crown Wealth Group
OSG icon

Crown Wealth Group’s Octave Specialty Group OSG Stock Holding History

Crown Wealth 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
Q3 		$46.2K Hold
11,162
– – 0.01% 148
2026
Q2 		$69.7K Hold
11,162
– – 0.02% 150
2026
Q1 		$51.9K Hold
11,162
– – 0.02% 145
2025
Q4 		$86.8K Buy
+11,162
New +$95.4K 0.02% 143

Other funds holding OSG

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Crown Wealth Group's OSG Position: Q3 2026 in Review

Crown Wealth Group held its Octave Specialty Group (OSG) position steady in Q3 2026 at 11,162 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #148.

Crown Wealth Group first reported a position in OSG in Q4 2025 and has held it in 4 quarters since. The position peaked at $86.8K in Q4 2025. 27 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

  • Crown Wealth Group held 11,162 shares of Octave Specialty Group worth $46.2K as of Q3 2026.
  • Crown Wealth Group left its Octave Specialty Group share count unchanged in Q3 2026.
  • Octave Specialty Group made up 0.01% of Crown Wealth Group's portfolio in Q3 2026, its #148 holding.
  • Crown Wealth Group first reported a position in Octave Specialty Group in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's Octave Specialty Group position peaked at $86.8K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.