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UMB Private Wealth Management, LLC’s One Stop Systems OSS Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio OSS Stock Details OSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$48K Buy
+5,500
New +$64.2K 0.05% 193

Other funds holding OSS

PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

UMB Private Wealth Management, LLC's OSS Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in One Stop Systems (OSS) in Q3 2026: 5,500 shares worth $48K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

8 funds tracked by Wall St. Rank hold OSS as of Q3 2026.

  • UMB Private Wealth Management, LLC held 5,500 shares of One Stop Systems worth $48K as of Q3 2026.
  • One Stop Systems was a new UMB Private Wealth Management, LLC position in Q3 2026.
  • One Stop Systems made up 0.05% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #193 holding.
  • 8 funds tracked by Wall St. Rank held One Stop Systems as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.