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True Wealth Design’s Old Second Bancorp OSBC Stock Holding History

True Wealth Design’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 		$1.57K Hold
64
– – ﹤0.01% 1767
2026
Q2 		$1.49K Sell
64
-28
-30% -$599 ﹤0.01% 1822
2026
Q1 		$1.85K Hold
92
– – ﹤0.01% 1580
2025
Q4 		$1.79K Buy
92
+8
+10% +$149 ﹤0.01% 1492
2025
Q3 		$1.45K Buy
84
+27
+47% +$486 ﹤0.01% 1608
2025
Q2 		$1.01K Sell
57
-11
-16% -$179 ﹤0.01% 1458
2025
Q1 		$1.13K Buy
+68
New +$1.22K ﹤0.01% 1225

Other funds holding OSBC

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's OSBC Position: Q3 2026 in Review

True Wealth Design held its Old Second Bancorp (OSBC) position steady in Q3 2026 at 64 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

True Wealth Design first reported a position in OSBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.85K in Q1 2026. 12 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

  • True Wealth Design held 64 shares of Old Second Bancorp worth $1.57K as of Q3 2026.
  • True Wealth Design left its Old Second Bancorp share count unchanged in Q3 2026.
  • Old Second Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1767 holding.
  • True Wealth Design first reported a position in Old Second Bancorp in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Old Second Bancorp position peaked at $1.85K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.