Spire Wealth Management’s Old Second Bancorp OSBC Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-17,940	Closed	-$252K	–	2490
2023 Q1	$252K	Buy	+17,940	New	+$286K	0.01%	658
2022 Q4	–	Sell	-15,685	Closed	-$205K	–	2374
2022 Q3	$205K	Buy	+15,685	New	+$220K	0.01%	526

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

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

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

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

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

SCA

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

Spire Wealth Management's OSBC Position: Q2 2023 in Review

Spire Wealth Management sold out of Old Second Bancorp (OSBC) in Q2 2023, closing a stake of 17,940 shares — an estimated $252K sold.

Spire Wealth Management first reported a position in OSBC in Q3 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2023. 134 funds tracked by Wall St. Rank hold OSBC as of Q2 2023.

Spire Wealth Management reported no remaining Old Second Bancorp position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 17,940 Old Second Bancorp shares in Q2 2023, an estimated $252K.
Spire Wealth Management first reported a position in Old Second Bancorp in Q3 2022 and held it in 2 quarters.
Spire Wealth Management's Old Second Bancorp position peaked at $252K in Q1 2023.
134 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.