Ownership history in OSAIC HOLDINGS, INC. Β· 20 quarters on record
This page tracks every 13F SEC filing in which OSAIC HOLDINGS, INC. reported a position in RIVERNORTH SPECIALTY FIN COR (RSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π OSAIC HOLDINGS, INC. underperformed the S&P 500 by β11.6% annually on this RSF position. Timing score: 47% (8/17 decisions correct). Average cost basis: $13.39. Maximum drawdown during holding period: β11.2%.
β Significantly underperformed the S&P 500 by 11.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct
Best entry: $10.26 (2021 Q1) Β· Worst: $13.96 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 5 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size