BFC Planning, Inc.’s Octave Specialty Group OSG Stock Holding History

BFC Planning, Inc.’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	$1.53K	Buy	+245	New	+$1.28K	﹤0.01%	3048

Other funds holding OSG

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

Western Standard LLC Los Angeles, California $424M AUM 17.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

BFC Planning, Inc.'s OSG Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Octave Specialty Group (OSG) in Q2 2026: 245 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #3048 among its holdings.

149 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

BFC Planning, Inc. held 245 shares of Octave Specialty Group worth $1.53K as of Q2 2026.
Octave Specialty Group was a new BFC Planning, Inc. position in Q2 2026.
Octave Specialty Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3048 holding.
149 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.