EverSource Wealth Advisors’s Octave Specialty Group OSG Stock Holding History

EverSource Wealth Advisors’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	$2.25K	Buy	360 +123	+52%	+$640	﹤0.01%	3682
2026 Q1	$1.1K	Buy	237 +179	+309%	+$1.02K	﹤0.01%	3823
2025 Q4	$451	Sell	58 -14	-19%	-$120	﹤0.01%	3894
2025 Q3	$600	Buy	72 +21	+41%	+$177	﹤0.01%	3907
2025 Q2	$362	Buy	+51	New	+$380	﹤0.01%	3966
2023 Q1	–	Sell	-197	Closed	-$3.44K	–	2379
2022 Q4	$3.44K	Hold	197	–	–	﹤0.01%	1732
2022 Q3	$3K	Hold	197	–	–	﹤0.01%	1500
2022 Q2	$2K	Buy	+197	New	+$1.87K	﹤0.01%	1464

Other funds holding OSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

EverSource Wealth Advisors's OSG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Octave Specialty Group (OSG) stake by 52% in Q2 2026, buying an estimated $640 and bringing the position to 360 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3682.

EverSource Wealth Advisors first reported a position in OSG in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.44K in Q4 2022. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

EverSource Wealth Advisors held 360 shares of Octave Specialty Group worth $2.25K as of Q2 2026.
EverSource Wealth Advisors bought 123 Octave Specialty Group shares in Q2 2026, an estimated $640.
Octave Specialty Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3682 holding.
EverSource Wealth Advisors first reported a position in Octave Specialty Group in Q2 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Octave Specialty Group position peaked at $3.44K in Q4 2022.
148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.