Raymond James Financial
OS

Raymond James Financial’s OneStream Inc OS Stock Holding History

Raymond James 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
-12,963
Closed -$311K – 5608
2026
Q1 		$311K Sell
12,963
-15,524
-54% -$364K ﹤0.01% 4637
2025
Q4 		$524K Sell
28,487
-74,415
-72% -$1.42M ﹤0.01% 4242
2025
Q3 		$1.9M Buy
102,902
+14,396
+16% +$316K ﹤0.01% 3212
2025
Q2 		$2.5M Sell
88,506
-178,074
-67% -$4.43M ﹤0.01% 2893
2025
Q1 		$5.69M Buy
+266,580
New +$6.84M ﹤0.01% 2247

Raymond James Financial's OS Position: Q2 2026 in Review

Raymond James Financial sold out of OneStream Inc (OS) in Q2 2026, closing a stake of 12,963 shares — an estimated $311K sold.

Raymond James Financial first reported a position in OS in Q1 2025 and held it in 5 quarters. The position peaked at $5.69M in Q1 2025. 0 funds tracked by Wall St. Rank hold OS as of Q2 2026.

  • Raymond James Financial reported no remaining OneStream Inc position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 12,963 OneStream Inc shares in Q2 2026, an estimated $311K.
  • Raymond James Financial first reported a position in OneStream Inc in Q1 2025 and held it in 5 quarters.
  • Raymond James Financial's OneStream Inc position peaked at $5.69M in Q1 2025.
  • 0 funds tracked by Wall St. Rank held OneStream Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.