Wealth Enhancement Advisory Services
OSBC icon

Wealth Enhancement Advisory Services’s Old Second Bancorp OSBC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.04M Buy
45,547
+2,763
+6% +$59.1K ﹤0.01% 2040
2026
Q1 		$887K Buy
42,784
+14,420
+51% +$289K ﹤0.01% 1885
2025
Q4 		$564K Sell
28,364
-20,251
-42% -$378K ﹤0.01% 2390
2025
Q3 		$839K Sell
48,615
-10,157
-17% -$183K ﹤0.01% 1979
2025
Q2 		$1.12M Sell
58,772
-92
-0.2% -$1.5K ﹤0.01% 1684
2025
Q1 		$979K Sell
58,864
-2,884
-5% -$51.6K ﹤0.01% 1606
2024
Q4 		$1.1M Buy
61,748
+5,404
+10% +$93.9K ﹤0.01% 1487
2024
Q3 		$878K Buy
56,344
+227
+0.4% +$3.65K ﹤0.01% 1478
2024
Q2 		$831K Sell
56,117
-15,476
-22% -$218K ﹤0.01% 1365
2024
Q1 		$991K Sell
71,593
-548
-0.8% -$7.66K ﹤0.01% 1241
2023
Q4 		$1.11M Sell
72,141
-2,496
-3% -$36.1K ﹤0.01% 1127
2023
Q3 		$1.02M Buy
+74,637
New +$1.09M ﹤0.01% 1086

Other funds holding OSBC

RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $68.6M AUM 12.69% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's OSBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Old Second Bancorp (OSBC) stake by 6.5% in Q2 2026, buying an estimated $59.1K and bringing the position to 45,547 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Wealth Enhancement Advisory Services first reported a position in OSBC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2025. 28 funds tracked by Wall St. Rank hold OSBC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,547 shares of Old Second Bancorp worth $1.04M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,763 Old Second Bancorp shares in Q2 2026, an estimated $59.1K.
  • Old Second Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2040 holding.
  • Wealth Enhancement Advisory Services first reported a position in Old Second Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Old Second Bancorp position peaked at $1.12M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Old Second Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.