Root Financial Partners
OSBC icon

Root Financial Partners’s Old Second Bancorp OSBC Stock Holding History

Root Financial Partners’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
Q3 		$4.11K Buy
+168
New +$4.16K ﹤0.01% 2294
2026
Q2 		– Sell
-106
Closed -$2.14K – 2322
2026
Q1 		$2.14K Buy
+106
New +$2.13K ﹤0.01% 2287

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Root Financial Partners's OSBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Old Second Bancorp (OSBC) in Q3 2026: 168 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #2294 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OSBC as recently as Q1 2026.

Root Financial Partners first reported a position in OSBC in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

  • Root Financial Partners held 168 shares of Old Second Bancorp worth $4.11K as of Q3 2026.
  • Old Second Bancorp was a new Root Financial Partners position in Q3 2026.
  • Old Second Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2294 holding.
  • Root Financial Partners first reported a position in Old Second Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.