SBF
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Sara-Bay Financial’s Old Second Bancorp OSBC Stock Holding History

Sara-Bay Financial’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 		$1.42M Sell
61,000
-33,063
-35% -$707K 0.38% 27
2026
Q1 		$1.9M Sell
94,063
-5,000
-5% -$100K 0.57% 23
2025
Q4 		$1.93M Hold
99,063
– – 0.58% 19
2025
Q3 		$1.71M Buy
+99,063
New +$1.78M 0.48% 21

Other funds holding OSBC

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sara-Bay Financial's OSBC Position: Q2 2026 in Review

Sara-Bay Financial reduced its Old Second Bancorp (OSBC) stake by 35% in Q2 2026, selling an estimated $707K and leaving 61,000 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #27.

Sara-Bay Financial first reported a position in OSBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q4 2025. 14 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • Sara-Bay Financial held 61,000 shares of Old Second Bancorp worth $1.42M as of Q2 2026.
  • Sara-Bay Financial sold 33,063 Old Second Bancorp shares in Q2 2026, an estimated $707K.
  • Old Second Bancorp made up 0.38% of Sara-Bay Financial's portfolio in Q2 2026, its #27 holding.
  • Sara-Bay Financial first reported a position in Old Second Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Sara-Bay Financial's Old Second Bancorp position peaked at $1.93M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.