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

UMB Private Wealth Management’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

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

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

UMB Private Wealth Management 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.

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

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

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