Integrated Wealth Concepts’s Octave Specialty Group OSG Stock Holding History

Integrated Wealth Concepts’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	$6.65K	Buy	+1,066	New	+$5.55K	﹤0.01%	4817

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

Integrated Wealth Concepts's OSG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Octave Specialty Group (OSG) in Q2 2026: 1,066 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #4817 among its holdings.

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

Integrated Wealth Concepts held 1,066 shares of Octave Specialty Group worth $6.65K as of Q2 2026.
Octave Specialty Group was a new Integrated Wealth Concepts position in Q2 2026.
Octave Specialty Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4817 holding.
148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.