UMB Bank’s Oshkosh OSK Stock Holding History

UMB Bank’s Portfolio OSK Stock Details OSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$122K	Buy	826 +6	+0.7%	+$935	﹤0.01%	890
2025 Q4	$103K	Buy	820 +142	+21%	+$18.3K	﹤0.01%	939
2025 Q3	$87.9K	Sell	678 -12	-2%	-$1.59K	﹤0.01%	922
2025 Q2	$78.3K	Sell	690 -50	-7%	-$4.86K	﹤0.01%	928
2025 Q1	$69.6K	Buy	740 +510	+222%	+$51K	﹤0.01%	910
2024 Q4	$21.9K	Sell	230 -11	-5%	-$1.15K	﹤0.01%	1220
2024 Q3	$24.2K	Buy	241 +221	+1,105%	+$23K	﹤0.01%	1139
2024 Q2	$2.16K	Sell	20 -13	-39%	-$1.5K	﹤0.01%	1751
2024 Q1	$4.12K	Buy	33 +17	+106%	+$1.89K	﹤0.01%	1404
2023 Q4	$1.74K	Hold	16	–	–	﹤0.01%	1502
2023 Q3	$1.53K	Hold	16	–	–	﹤0.01%	1554
2023 Q2	$1.39K	Sell	16 -167	-91%	-$13.2K	﹤0.01%	1548
2023 Q1	$15.2K	Buy	183 +40	+28%	+$3.63K	﹤0.01%	1168
2022 Q4	$12K	Hold	143	–	–	﹤0.01%	1249
2022 Q3	$10K	Sell	143 -12	-8%	-$976	﹤0.01%	1319
2022 Q2	$12K	Sell	155 -10,897	-99%	-$1M	﹤0.01%	1336
2022 Q1	$1.11M	Buy	11,052 +91	+0.8%	+$10.2K	0.01%	371
2021 Q4	$1.24M	Buy	+10,961	New	+$1.2M	0.02%	367

Other funds holding OSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return