MSWM
OSG

McGlone Suttner Wealth Management’s Octave Specialty Group OSG Stock Holding History

McGlone Suttner Wealth Management’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 		$68.1K Buy
+10,911
New +$56.8K 0.01% 196

Other funds holding OSG

HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

McGlone Suttner Wealth Management's OSG Position: Q2 2026 in Review

McGlone Suttner Wealth Management opened a new position in Octave Specialty Group (OSG) in Q2 2026: 10,911 shares worth $68.1K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

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

  • McGlone Suttner Wealth Management held 10,911 shares of Octave Specialty Group worth $68.1K as of Q2 2026.
  • Octave Specialty Group was a new McGlone Suttner Wealth Management position in Q2 2026.
  • Octave Specialty Group made up 0.01% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #196 holding.
  • 23 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.