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Essential Partners’s Octave Specialty Group OSG Stock Holding History

Essential 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
Q3 		$323 Sell
78
-185
-70% -$948 ﹤0.01% 2502
2026
Q2 		$1.64K Buy
263
+153
+139% +$797 ﹤0.01% 2057
2026
Q1 		$512 Buy
+110
New +$630 ﹤0.01% 2433
2025
Q4 		– Sell
-14
Closed -$117 – 2780
2025
Q3 		$117 Buy
+14
New +$118 ﹤0.01% 2479

Other funds holding OSG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's OSG Position: Q3 2026 in Review

Essential Partners reduced its Octave Specialty Group (OSG) stake by 70% in Q3 2026, selling an estimated $948 and leaving 78 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Essential Partners first reported a position in OSG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.64K in Q2 2026. 8 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

  • Essential Partners held 78 shares of Octave Specialty Group worth $323 as of Q3 2026.
  • Essential Partners sold 185 Octave Specialty Group shares in Q3 2026, an estimated $948.
  • Octave Specialty Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2502 holding.
  • Essential Partners first reported a position in Octave Specialty Group in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Octave Specialty Group position peaked at $1.64K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

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