Allworth Financial’s OneStream Inc OS Stock Holding History

Allworth Financial’s Portfolio OS Stock Details OS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-683	Closed	-$16.4K	–	5443
2026 Q1	$16.4K	Buy	683 +332	+95%	+$7.79K	﹤0.01%	3136
2025 Q4	$6.45K	Buy	351 +223	+174%	+$4.25K	﹤0.01%	3559
2025 Q3	$2.36K	Sell	128 -749	-85%	-$16.4K	﹤0.01%	3925
2025 Q2	$24.8K	Sell	877 -36	-4%	-$897	﹤0.01%	2389
2025 Q1	$19.4K	Buy	+913	New	+$23.4K	﹤0.01%	2096

Allworth Financial's OS Position: Q2 2026 in Review

Allworth Financial sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 683 shares — an estimated $16.4K sold.

Allworth Financial first reported a position in OS in Q1 2025 and held it in 5 quarters. The position peaked at $24.8K in Q2 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

Allworth Financial reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 683 OneStream Inc shares in Q2 2026, an estimated $16.4K.
Allworth Financial first reported a position in OneStream Inc in Q1 2025 and held it in 5 quarters.
Allworth Financial's OneStream Inc position peaked at $24.8K in Q2 2025.
0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.