JWCA
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J.W. Cole Advisors’s Old Second Bancorp OSBC Stock Holding History

J.W. Cole Advisors’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 		$245K Buy
+10,509
New +$225K ﹤0.01% 1387
2026
Q1 		– Sell
-10,495
Closed -$205K – 1260
2025
Q4 		$205K Buy
10,495
+7
+0.1% +$131 0.01% 1295
2025
Q3 		$181K Buy
10,488
+8
+0.1% +$144 ﹤0.01% 1450
2025
Q2 		$186K Buy
10,480
+7
+0.1% +$114 ﹤0.01% 1368
2025
Q1 		$174K Buy
+10,473
New +$188K 0.01% 1172

Other funds holding OSBC

RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

J.W. Cole Advisors's OSBC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Old Second Bancorp (OSBC) in Q2 2026: 10,509 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OSBC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OSBC in Q1 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • J.W. Cole Advisors held 10,509 shares of Old Second Bancorp worth $245K as of Q2 2026.
  • Old Second Bancorp was a new J.W. Cole Advisors position in Q2 2026.
  • Old Second Bancorp made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1387 holding.
  • J.W. Cole Advisors first reported a position in Old Second Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.