SageView Advisory Group’s Old Second Bancorp OSBC Stock Holding History

SageView Advisory Group’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
2023 Q3	–	Sell	-23,022	Closed	-$301K	–	541
2023 Q2	$301K	Buy	23,022 +103	+0.4%	+$1.31K	0.02%	444
2023 Q1	$322K	Buy	+22,919	New	+$366K	0.02%	376

Other funds holding OSBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's OSBC Position: Q3 2023 in Review

SageView Advisory Group sold out of Old Second Bancorp (OSBC) in Q3 2023, closing a stake of 23,022 shares — an estimated $301K sold.

SageView Advisory Group first reported a position in OSBC in Q1 2023 and held it in 2 quarters. The position peaked at $322K in Q1 2023. 145 funds tracked by Wall St. Rank hold OSBC as of Q3 2023.

SageView Advisory Group reported no remaining Old Second Bancorp position as of Q3 2023 after selling out during the quarter.
SageView Advisory Group sold 23,022 Old Second Bancorp shares in Q3 2023, an estimated $301K.
SageView Advisory Group first reported a position in Old Second Bancorp in Q1 2023 and held it in 2 quarters.
SageView Advisory Group's Old Second Bancorp position peaked at $322K in Q1 2023.
145 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2023.

Based on SageView Advisory Group's 13F filing for Q3 2023, filed 3 Nov 2023.