MBTD
OS

Mechanics Bank - Trust Department’s OneStream Inc OS Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q3 		– Sell
-8,663
Closed -$245K – 216
2025
Q2 		$245K Buy
+8,663
New +$216K 0.04% 200

Other funds holding OS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mechanics Bank - Trust Department's OS Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of OneStream Inc (OS) in Q3 2025, closing a stake of 8,663 shares — an estimated $245K sold.

Mechanics Bank - Trust Department first reported a position in OS in Q2 2025 and held it in 1 quarter. The position peaked at $245K in Q2 2025. 185 funds tracked by Wall St. Rank hold OS as of Q3 2025.

  • Mechanics Bank - Trust Department reported no remaining OneStream Inc position as of Q3 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 8,663 OneStream Inc shares in Q3 2025, an estimated $245K.
  • Mechanics Bank - Trust Department first reported a position in OneStream Inc in Q2 2025 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's OneStream Inc position peaked at $245K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held OneStream Inc as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.