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Dakota Wealth Management’s Old Second Bancorp OSBC Stock Holding History

Dakota Wealth 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
2025
Q3 		– Sell
-12,254
Closed -$217K – 751
2025
Q2 		$217K Buy
12,254
+228
+2% +$3.72K ﹤0.01% 711
2025
Q1 		$200K Buy
+12,026
New +$215K ﹤0.01% 719

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Dakota Wealth Management's OSBC Position: Q3 2025 in Review

Dakota Wealth Management sold out of Old Second Bancorp (OSBC) in Q3 2025, closing a stake of 12,254 shares — an estimated $217K sold.

Dakota Wealth Management first reported a position in OSBC in Q1 2025 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 197 funds tracked by Wall St. Rank hold OSBC as of Q3 2025.

  • Dakota Wealth Management reported no remaining Old Second Bancorp position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 12,254 Old Second Bancorp shares in Q3 2025, an estimated $217K.
  • Dakota Wealth Management first reported a position in Old Second Bancorp in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Old Second Bancorp position peaked at $217K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.