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Essential Partners’s Old Second Bancorp OSBC Stock Holding History

Essential Partners’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
Q3 		$13.2K Hold
540
– – 0.01% 1083
2026
Q2 		$12.6K Sell
540
-667
-55% -$14.3K 0.01% 1108
2026
Q1 		$24.3K Hold
1,207
– – 0.01% 854
2025
Q4 		$23.5K Buy
1,207
+92
+8% +$1.72K 0.01% 848
2025
Q3 		$19.3K Buy
1,115
+503
+82% +$9.06K 0.01% 901
2025
Q2 		$10.9K Buy
+612
New +$9.98K ﹤0.01% 824

Other funds holding OSBC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners's OSBC Position: Q3 2026 in Review

Essential Partners held its Old Second Bancorp (OSBC) position steady in Q3 2026 at 540 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #1083.

Essential Partners first reported a position in OSBC in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.3K in Q1 2026. 12 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

  • Essential Partners held 540 shares of Old Second Bancorp worth $13.2K as of Q3 2026.
  • Essential Partners left its Old Second Bancorp share count unchanged in Q3 2026.
  • Old Second Bancorp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1083 holding.
  • Essential Partners first reported a position in Old Second Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Old Second Bancorp position peaked at $24.3K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.