Valley Wealth Managers’s Old Second Bancorp OSBC Stock Holding History

Valley Wealth Managers’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
2025 Q4	–	Sell	-1	Closed	-$12	–	368
2025 Q3	$12	Hold	1	–	–	﹤0.01%	308
2025 Q2	$12	Hold	1	–	–	﹤0.01%	301
2025 Q1	$12	Buy	+1	New	+$18	﹤0.01%	372

Other funds holding OSBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's OSBC Position: Q4 2025 in Review

Valley Wealth Managers sold out of Old Second Bancorp (OSBC) in Q4 2025, closing a stake of 1 share — an estimated $12 sold.

Valley Wealth Managers first reported a position in OSBC in Q1 2025 and held it in 3 quarters. The position peaked at $12 in Q3 2025. 185 funds tracked by Wall St. Rank hold OSBC as of Q4 2025.

Valley Wealth Managers reported no remaining Old Second Bancorp position as of Q4 2025 after selling out during the quarter.
Valley Wealth Managers sold 1 Old Second Bancorp share in Q4 2025, an estimated $12.
Valley Wealth Managers first reported a position in Old Second Bancorp in Q1 2025 and held it in 3 quarters.
Valley Wealth Managers's Old Second Bancorp position peaked at $12 in Q3 2025.
185 funds tracked by Wall St. Rank held Old Second Bancorp as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.