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Sovereign Financial Group’s One Stop Systems OSS Stock Holding History

Sovereign Financial Group’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
2025
Q1 		– Sell
-17,715
Closed -$59.3K – 294
2024
Q4 		$59.3K Buy
+17,715
New +$45K 0.01% 281

Other funds holding OSS

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sovereign Financial Group's OSS Position: Q1 2025 in Review

Sovereign Financial Group sold out of One Stop Systems (OSS) in Q1 2025, closing a stake of 17,715 shares — an estimated $59.3K sold.

Sovereign Financial Group first reported a position in OSS in Q4 2024 and held it in 1 quarter. The position peaked at $59.3K in Q4 2024. 33 funds tracked by Wall St. Rank hold OSS as of Q1 2025.

  • Sovereign Financial Group reported no remaining One Stop Systems position as of Q1 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 17,715 One Stop Systems shares in Q1 2025, an estimated $59.3K.
  • Sovereign Financial Group first reported a position in One Stop Systems in Q4 2024 and held it in 1 quarter.
  • Sovereign Financial Group's One Stop Systems position peaked at $59.3K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held One Stop Systems as of Q1 2025.

Based on Sovereign Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.