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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
Q2 		$4.8M Buy
205,673
+12
+0% +$257 0.06% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's OSBC Position: Q2 2026 in Review

Forum Financial Management increased its Old Second Bancorp (OSBC) stake by 0.01% in Q2 2026, buying an estimated $257 and bringing the position to 205,673 shares worth $4.8M. The position accounts for 0.06% of the portfolio, ranked #49.

Forum Financial Management first reported a position in OSBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.7M in Q4 2022. 184 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • Forum Financial Management held 205,673 shares of Old Second Bancorp worth $4.8M as of Q2 2026.
  • Forum Financial Management bought 12 Old Second Bancorp shares in Q2 2026, an estimated $257.
  • Old Second Bancorp made up 0.06% of Forum Financial Management's portfolio in Q2 2026, its #49 holding.
  • Forum Financial Management first reported a position in Old Second Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Old Second Bancorp position peaked at $47.7M in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.