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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
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

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

True Wealth Design's OSBC Position: Q2 2026 in Review

True Wealth Design reduced its Old Second Bancorp (OSBC) stake by 30% in Q2 2026, selling an estimated $599 and leaving 64 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

True Wealth Design first reported a position in OSBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.85K in Q1 2026. 12 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • True Wealth Design held 64 shares of Old Second Bancorp worth $1.49K as of Q2 2026.
  • True Wealth Design sold 28 Old Second Bancorp shares in Q2 2026, an estimated $599.
  • Old Second Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1822 holding.
  • True Wealth Design first reported a position in Old Second Bancorp in Q1 2025 and has held it in 6 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 Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.