Financial Consulate’s Octave Specialty Group OSG Stock Holding History

Financial Consulate’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	$2.2K	Buy	+530	New	+$2.72K	﹤0.01%	1096

Other funds holding OSG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Financial Consulate's OSG Position: Q3 2026 in Review

Financial Consulate opened a new position in Octave Specialty Group (OSG) in Q3 2026: 530 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

15 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

Financial Consulate held 530 shares of Octave Specialty Group worth $2.2K as of Q3 2026.
Octave Specialty Group was a new Financial Consulate position in Q3 2026.
Octave Specialty Group made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1096 holding.
15 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.