Bank of America’s OneStream Inc OS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-28,700
Closed -$529K 8503
2025
Q3
$529K Buy
+28,700
New +$630K ﹤0.01% 5754

Other funds holding OS

Bank of America's OS Position: Q1 2026 in Review

Bank of America increased its OneStream Inc (OS) stake by 60% in Q1 2026, buying an estimated $5.51M and bringing the position to 623,975 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Bank of America first reported a position in OS in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q2 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

  • Bank of America held 623,975 shares of OneStream Inc worth $15M as of Q1 2026.
  • Bank of America bought 234,848 OneStream Inc shares in Q1 2026, an estimated $5.51M.
  • OneStream Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2624 holding.
  • Bank of America first reported a position in OneStream Inc in Q3 2024 and has held it in 7 quarters since.
  • Bank of America's OneStream Inc position peaked at $20.4M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.