MNBTD
OS

Moody National Bank Trust Division’s OneStream Inc OS Stock Holding History

Moody National Bank Trust Division’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
-8,388
Closed -$237K – 534
2025
Q2 		$237K Buy
+8,388
New +$209K 0.02% 443
2025
Q1 		– Sell
-7,020
Closed -$200K – 511
2024
Q4 		$200K Buy
+7,020
New +$215K 0.02% 466

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

Moody National Bank Trust Division's OS Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of OneStream Inc (OS) in Q3 2025, closing a stake of 8,388 shares — an estimated $237K sold.

Moody National Bank Trust Division first reported a position in OS in Q4 2024 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 185 funds tracked by Wall St. Rank hold OS as of Q3 2025.

  • Moody National Bank Trust Division reported no remaining OneStream Inc position as of Q3 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 8,388 OneStream Inc shares in Q3 2025, an estimated $237K.
  • Moody National Bank Trust Division first reported a position in OneStream Inc in Q4 2024 and held it in 2 quarters.
  • Moody National Bank Trust Division's OneStream Inc position peaked at $237K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held OneStream Inc as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.