Kestra Advisory Services’s OneStream Inc OS Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-3,570	Closed	-$65.6K	–	4499
2025 Q4	$65.6K	Buy	+3,570	New	+$68.1K	﹤0.01%	3764

Other funds holding OS

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

OCAI

O'Connor Alternative Investments New York $1.37B AUM

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestra Advisory Services's OS Position: Q1 2026 in Review

Kestra Advisory Services sold out of OneStream Inc (OS) in Q1 2026, closing a stake of 3,570 shares — an estimated $65.6K sold.

Kestra Advisory Services first reported a position in OS in Q4 2025 and held it in 1 quarter. The position peaked at $65.6K in Q4 2025. 180 funds tracked by Wall St. Rank hold OS as of Q1 2026.

Kestra Advisory Services reported no remaining OneStream Inc position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,570 OneStream Inc shares in Q1 2026, an estimated $65.6K.
Kestra Advisory Services first reported a position in OneStream Inc in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's OneStream Inc position peaked at $65.6K in Q4 2025.
180 funds tracked by Wall St. Rank held OneStream Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.