LPL Financial
OSBC icon

LPL Financial’s Old Second Bancorp OSBC Stock Holding History

LPL Financial’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
2024
Q2 		– Sell
-11,236
Closed -$156K – 5094
2024
Q1 		$156K Sell
11,236
-1,145
-9% -$16K ﹤0.01% 4563
2023
Q4 		$191K Sell
12,381
-4,722
-28% -$68.2K ﹤0.01% 4405
2023
Q3 		$233K Buy
17,103
+4,804
+39% +$70.2K ﹤0.01% 4123
2023
Q2 		$161K Buy
+12,299
New +$156K ﹤0.01% 4219
2020
Q1 		– Sell
-12,777
Closed -$172K – 3368
2019
Q4 		$172K Buy
+12,777
New +$159K ﹤0.01% 3143

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's OSBC Position: Q2 2024 in Review

LPL Financial sold out of Old Second Bancorp (OSBC) in Q2 2024, closing a stake of 11,236 shares — an estimated $156K sold.

LPL Financial first reported a position in OSBC in Q4 2019 and held it in 5 quarters. The position peaked at $233K in Q3 2023. 153 funds tracked by Wall St. Rank hold OSBC as of Q2 2024.

  • LPL Financial reported no remaining Old Second Bancorp position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 11,236 Old Second Bancorp shares in Q2 2024, an estimated $156K.
  • LPL Financial first reported a position in Old Second Bancorp in Q4 2019 and held it in 5 quarters.
  • LPL Financial's Old Second Bancorp position peaked at $233K in Q3 2023.
  • 153 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.