USA Financial Formulas’s Old Second Bancorp OSBC Stock Holding History

USA Financial Formulas’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	$73.1K	Buy	+2,983	New	+$73.9K	0.01%	198

Other funds holding OSBC

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

USA Financial Formulas's OSBC Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Old Second Bancorp (OSBC) in Q3 2026: 2,983 shares worth $73.1K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings.

25 funds tracked by Wall St. Rank hold OSBC as of Q3 2026.

USA Financial Formulas held 2,983 shares of Old Second Bancorp worth $73.1K as of Q3 2026.
Old Second Bancorp was a new USA Financial Formulas position in Q3 2026.
Old Second Bancorp made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #198 holding.
25 funds tracked by Wall St. Rank held Old Second Bancorp as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.