DWP
OSG

Daymark Wealth Partners’s Octave Specialty Group OSG Stock Holding History

Daymark Wealth Partners’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 		– Sell
-14,596
Closed -$67.9K – 816
2026
Q1 		$67.9K Buy
+14,596
New +$83.6K ﹤0.01% 734

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TAM
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BCC
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Daymark Wealth Partners's OSG Position: Q2 2026 in Review

Daymark Wealth Partners sold out of Octave Specialty Group (OSG) in Q2 2026, closing a stake of 14,596 shares — an estimated $67.9K sold.

Daymark Wealth Partners first reported a position in OSG in Q1 2026 and held it in 1 quarter. The position peaked at $67.9K in Q1 2026. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Daymark Wealth Partners reported no remaining Octave Specialty Group position as of Q2 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 14,596 Octave Specialty Group shares in Q2 2026, an estimated $67.9K.
  • Daymark Wealth Partners first reported a position in Octave Specialty Group in Q1 2026 and held it in 1 quarter.
  • Daymark Wealth Partners's Octave Specialty Group position peaked at $67.9K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.