Wiser Advisor Group’s Octave Specialty Group OSG Stock Holding History

Wiser Advisor Group’s Portfolio OSG Stock Details OSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12K	Hold	500	–	–	﹤0.01%	212
2026 Q1	$2.33K	Hold	500	–	–	﹤0.01%	212
2025 Q4	$3.89K	Hold	500	–	–	﹤0.01%	204
2025 Q3	$4.17K	Buy	+500	New	+$4.22K	0.01%	212
2025 Q2	–	Sell	-500	Closed	-$4.38K	–	53
2025 Q1	$4.38K	Hold	500	–	–	0.01%	218
2024 Q4	$6.33K	Hold	500	–	–	0.01%	202
2024 Q3	$5.61K	Hold	500	–	–	0.01%	208
2024 Q2	$6.41K	Hold	500	–	–	0.01%	212
2024 Q1	$7.82K	Hold	500	–	–	0.01%	205
2023 Q4	$8.24K	Buy	+500	New	+$6.95K	0.01%	193

Other funds holding OSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Wiser Advisor Group's OSG Position: Q2 2026 in Review

Wiser Advisor Group held its Octave Specialty Group (OSG) position steady in Q2 2026 at 500 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Wiser Advisor Group first reported a position in OSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.24K in Q4 2023. 148 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

Wiser Advisor Group held 500 shares of Octave Specialty Group worth $3.12K as of Q2 2026.
Wiser Advisor Group left its Octave Specialty Group share count unchanged in Q2 2026.
Octave Specialty Group made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #212 holding.
Wiser Advisor Group first reported a position in Octave Specialty Group in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Octave Specialty Group position peaked at $8.24K in Q4 2023.
148 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.