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Physician Wealth Advisors’s Old Second Bancorp OSBC Stock Holding History

Physician Wealth 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
2025
Q2 		– Sell
-45
Closed -$749 – 1932
2025
Q1 		$749 Hold
45
– – ﹤0.01% 1257
2024
Q4 		$801 Buy
+45
New +$782 ﹤0.01% 993

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

Physician Wealth Advisors's OSBC Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Old Second Bancorp (OSBC) in Q2 2025, closing a stake of 45 shares — an estimated $749 sold.

Physician Wealth Advisors first reported a position in OSBC in Q4 2024 and held it in 2 quarters. The position peaked at $801 in Q4 2024. 183 funds tracked by Wall St. Rank hold OSBC as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Old Second Bancorp position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 45 Old Second Bancorp shares in Q2 2025, an estimated $749.
  • Physician Wealth Advisors first reported a position in Old Second Bancorp in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's Old Second Bancorp position peaked at $801 in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.