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Mowery & Schoenfeld Wealth Management’s Old Second Bancorp OSBC Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2025
Q2 		– Sell
-400
Closed -$6.66K – 445
2025
Q1 		$6.66K Hold
400
– – 0.01% 300
2024
Q4 		$7.11K Hold
400
– – 0.01% 260
2024
Q3 		$6.24K Hold
400
– – 0.01% 197
2024
Q2 		$5.92K Hold
400
– – 0.01% 173
2024
Q1 		$5.54K Hold
400
– – 0.01% 121
2023
Q4 		$6.18K Buy
+400
New +$5.78K 0.01% 124

Other funds holding OSBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's OSBC Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Old Second Bancorp (OSBC) in Q2 2025, closing a stake of 400 shares — an estimated $6.66K sold.

Mowery & Schoenfeld Wealth Management first reported a position in OSBC in Q4 2023 and held it in 6 quarters. The position peaked at $7.11K in Q4 2024. 183 funds tracked by Wall St. Rank hold OSBC as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Old Second Bancorp position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 400 Old Second Bancorp shares in Q2 2025, an estimated $6.66K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Old Second Bancorp in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Old Second Bancorp position peaked at $7.11K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.