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AE Wealth Management’s OneMain Financial OMF Stock Holding History

AE Wealth Management’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
4,734
-217
-4% -$12.9K ﹤0.01% 1482
2025
Q4 		$334K Buy
4,951
+543
+12% +$33K ﹤0.01% 1256
2025
Q3 		$249K Buy
4,408
+135
+3% +$7.97K ﹤0.01% 1281
2025
Q2 		$244K Buy
+4,273
New +$213K ﹤0.01% 1213
2024
Q3 		– Sell
-4,984
Closed -$242K – 1305
2024
Q2 		$242K Buy
+4,984
New +$245K ﹤0.01% 1100
2024
Q1 		– Sell
-10,436
Closed -$506K – 1726
2023
Q4 		$506K Buy
10,436
+1,435
+16% +$58.5K ﹤0.01% 1432
2023
Q3 		$361K Buy
9,001
+1,959
+28% +$83.7K ﹤0.01% 1527
2023
Q2 		$308K Buy
7,042
+567
+9% +$22.1K ﹤0.01% 1607
2023
Q1 		$240K Sell
6,475
-588
-8% -$23.6K ﹤0.01% 1650
2022
Q4 		$235K Buy
+7,063
New +$250K ﹤0.01% 1609
2022
Q3 		– Sell
-6,150
Closed -$230K – 1839
2022
Q2 		$230K Buy
6,150
+676
+12% +$29.2K ﹤0.01% 1545
2022
Q1 		$260K Sell
5,474
-1,397
-20% -$69.6K ﹤0.01% 1488
2021
Q4 		$344K Buy
+6,871
New +$364K ﹤0.01% 1398

Other funds holding OMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AE Wealth Management's OMF Position: Q1 2026 in Review

AE Wealth Management reduced its OneMain Financial (OMF) stake by 4.4% in Q1 2026, selling an estimated $12.9K and leaving 4,734 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

AE Wealth Management first reported a position in OMF in Q4 2021 and has held it in 13 quarters since. The position peaked at $506K in Q4 2023. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • AE Wealth Management held 4,734 shares of OneMain Financial worth $253K as of Q1 2026.
  • AE Wealth Management sold 217 OneMain Financial shares in Q1 2026, an estimated $12.9K.
  • OneMain Financial made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1482 holding.
  • AE Wealth Management first reported a position in OneMain Financial in Q4 2021 and has held it in 13 quarters since.
  • AE Wealth Management's OneMain Financial position peaked at $506K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.