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Forum Financial Management’s Old Second Bancorp OSBC Stock Holding History

Forum Financial Management’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
Q1 		$4.15M Sell
205,661
-3,223
-2% -$64.7K 0.06% 56
2025
Q4 		$4.07M Sell
208,884
-6,487
-3% -$121K 0.05% 77
2025
Q3 		$3.72M Sell
215,371
-14,516
-6% -$261K 0.05% 79
2025
Q2 		$4.08M Buy
229,887
+22
+0% +$359 0.06% 66
2025
Q1 		$3.82M Sell
229,865
-13,972
-6% -$250K 0.06% 66
2024
Q4 		$4.34M Sell
243,837
-990,376
-80% -$17.2M 0.07% 59
2024
Q3 		$19.2M Sell
1,234,213
-1,464,782
-54% -$23.6M 0.32% 23
2024
Q2 		$40M Sell
2,698,995
-27,080
-1% -$381K 0.72% 15
2024
Q1 		$37.7M Buy
2,726,075
+698
+0% +$9.76K 0.64% 17
2023
Q4 		$42.1M Sell
2,725,377
-134,301
-5% -$1.94M 0.79% 15
2023
Q3 		$38.9M Sell
2,859,678
-107,202
-4% -$1.57M 0.86% 14
2023
Q2 		$38.7M Buy
2,966,880
+15,817
+0.5% +$201K 0.87% 14
2023
Q1 		$41.5M Sell
2,951,063
-25,050
-0.8% -$400K 1.2% 14
2022
Q4 		$47.7M Sell
2,976,113
-195,808
-6% -$3.13M 1.57% 11
2022
Q3 		$41.4M Sell
3,171,921
-162,030
-5% -$2.27M 2% 8
2022
Q2 		$44.6M Buy
3,333,951
+521,600
+19% +$7.45M 2.25% 6
2022
Q1 		$40.8M Buy
2,812,351
+2,715,296
+2,798% +$38M 1.97% 7
2021
Q4 		$1.22M Buy
+97,055
New +$1.27M 0.06% 99

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's OSBC Position: Q1 2026 in Review

Forum Financial Management reduced its Old Second Bancorp (OSBC) stake by 1.5% in Q1 2026, selling an estimated $64.7K and leaving 205,661 shares worth $4.15M. The position accounts for 0.06% of the portfolio, ranked #56.

Forum Financial Management first reported a position in OSBC in Q4 2021 and has held it in 18 quarters since. The position peaked at $47.7M in Q4 2022. 188 funds tracked by Wall St. Rank hold OSBC as of Q1 2026.

  • Forum Financial Management held 205,661 shares of Old Second Bancorp worth $4.15M as of Q1 2026.
  • Forum Financial Management sold 3,223 Old Second Bancorp shares in Q1 2026, an estimated $64.7K.
  • Old Second Bancorp made up 0.06% of Forum Financial Management's portfolio in Q1 2026, its #56 holding.
  • Forum Financial Management first reported a position in Old Second Bancorp in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Old Second Bancorp position peaked at $47.7M in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Old Second Bancorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.