Rothschild Investment LLC’s Old Second Bancorp OSBC Stock Holding History

Rothschild Investment LLC’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 Q2	$765K	Buy	32,819 +4,514	+16%	+$96.5K	0.03%	484
2026 Q1	$571K	Buy	28,305 +13	+0%	+$261	0.03%	365
2025 Q4	$552K	Buy	28,292 +91	+0.3%	+$1.7K	0.03%	341
2025 Q3	$487K	Buy	28,201 +31	+0.1%	+$558	0.03%	358
2025 Q2	$500K	Buy	28,170 +100	+0.4%	+$1.63K	0.03%	339
2025 Q1	$467K	Buy	28,070 +35	+0.1%	+$627	0.03%	352
2024 Q4	$498K	Sell	28,035 -45	-0.2%	-$782	0.03%	340
2024 Q3	$438K	Buy	28,080 +60	+0.2%	+$965	0.03%	371
2024 Q2	$415K	Buy	28,020 +10	+0%	+$141	0.03%	370
2024 Q1	$388K	Buy	28,010 +10	+0%	+$140	0.03%	365
2023 Q4	$432K	Hold	28,000	–	–	0.04%	300
2023 Q3	$381K	Hold	28,000	–	–	0.03%	340
2023 Q2	$366K	Hold	28,000	–	–	0.03%	346
2023 Q1	$394K	Hold	28,000	–	–	0.03%	327
2022 Q4	$449K	Sell	28,000 -5,000	-15%	-$79.9K	0.04%	303
2022 Q3	$431K	Hold	33,000	–	–	0.04%	299
2022 Q2	$442K	Hold	33,000	–	–	0.04%	313
2022 Q1	$479K	Hold	33,000	–	–	0.04%	332
2021 Q4	$415K	Hold	33,000	–	–	0.03%	352
2021 Q3	$431K	Sell	33,000 -5,000	-13%	-$60K	0.04%	337
2021 Q2	$471K	Hold	38,000	–	–	0.04%	330
2021 Q1	$502K	Hold	38,000	–	–	0.04%	307
2020 Q4	$384K	Hold	38,000	–	–	0.04%	324
2020 Q3	$285K	Sell	38,000 -5,000	-12%	-$40K	0.03%	342
2020 Q2	$335K	Hold	43,000	–	–	0.04%	302
2020 Q1	$297K	Hold	43,000	–	–	0.04%	314
2019 Q4	$579K	Hold	43,000	–	–	0.06%	274
2019 Q3	$525K	Hold	43,000	–	–	0.06%	247
2019 Q2	$549K	Hold	43,000	–	–	0.06%	243
2019 Q1	$541K	Hold	43,000	–	–	0.06%	239
2018 Q4	$559K	Sell	43,000 -7,202	-14%	-$102K	0.07%	221
2018 Q3	$776K	Sell	50,202 -5,000	-9%	-$76.2K	0.09%	187
2018 Q2	$795K	Hold	55,202	–	–	0.1%	183
2018 Q1	$767K	Hold	55,202	–	–	0.1%	190
2017 Q4	$754K	Sell	55,202 -5,000	-8%	-$66.4K	0.08%	222
2017 Q3	$810K	Hold	60,202	–	–	0.09%	215
2017 Q2	$695K	Hold	60,202	–	–	0.08%	235
2017 Q1	$677K	Hold	60,202	–	–	0.08%	230
2016 Q4	$665K	Buy	60,202 +3,000	+5%	+$27.2K	0.08%	226
2016 Q3	$475K	Sell	57,202 -19,000	-25%	-$145K	0.06%	273
2016 Q2	$520K	Sell	76,202 -34,500	-31%	-$245K	0.07%	253
2016 Q1	$794K	Hold	110,702	–	–	0.1%	210
2015 Q4	$868K	Buy	+110,702	New	+$798K	0.11%	195

Other funds holding OSBC

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return

Rothschild Investment LLC's OSBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Old Second Bancorp (OSBC) stake by 16% in Q2 2026, buying an estimated $96.5K and bringing the position to 32,819 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #484.

Rothschild Investment LLC first reported a position in OSBC in Q4 2015 and has held it in 43 quarters since. The position peaked at $868K in Q4 2015. 57 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

Rothschild Investment LLC held 32,819 shares of Old Second Bancorp worth $765K as of Q2 2026.
Rothschild Investment LLC bought 4,514 Old Second Bancorp shares in Q2 2026, an estimated $96.5K.
Old Second Bancorp made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #484 holding.
Rothschild Investment LLC first reported a position in Old Second Bancorp in Q4 2015 and has held it in 43 quarters since.
Rothschild Investment LLC's Old Second Bancorp position peaked at $868K in Q4 2015.
57 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.