Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Old Second Bancorp OSBC Stock Holding History

Wealthspire Advisors (New York)’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
-5,844
Closed -$101K – 2303
2025
Q3 		$101K Buy
+5,844
New +$105K ﹤0.01% 1010

Other funds holding OSBC

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s OSBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Old Second Bancorp (OSBC) in Q4 2025, closing a stake of 5,844 shares — an estimated $101K sold.

Wealthspire Advisors (New York) first reported a position in OSBC in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 185 funds tracked by Wall St. Rank hold OSBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Old Second Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,844 Old Second Bancorp shares in Q4 2025, an estimated $101K.
  • Wealthspire Advisors (New York) first reported a position in Old Second Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Old Second Bancorp position peaked at $101K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Old Second Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.