CWG
OSG

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
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

HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Crown Wealth Group's OSG Position: Q2 2026 in Review

Crown Wealth Group held its Octave Specialty Group (OSG) position steady in Q2 2026 at 11,162 shares worth $69.7K. The position accounts for 0.02% of the portfolio, ranked #150.

Crown Wealth Group first reported a position in OSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.8K in Q4 2025. 25 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Crown Wealth Group held 11,162 shares of Octave Specialty Group worth $69.7K as of Q2 2026.
  • Crown Wealth Group left its Octave Specialty Group share count unchanged in Q2 2026.
  • Octave Specialty Group made up 0.02% of Crown Wealth Group's portfolio in Q2 2026, its #150 holding.
  • Crown Wealth Group first reported a position in Octave Specialty Group in Q4 2025 and has held it in 3 quarters since.
  • Crown Wealth Group's Octave Specialty Group position peaked at $86.8K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.