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 Q2	$287K	Sell	4,704 -30	-0.6%	-$1.69K	﹤0.01%	1514
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 New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AE Wealth Management's OMF Position: Q2 2026 in Review

AE Wealth Management reduced its OneMain Financial (OMF) stake by 0.63% in Q2 2026, selling an estimated $1.69K and leaving 4,704 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

AE Wealth Management first reported a position in OMF in Q4 2021 and has held it in 14 quarters since. The position peaked at $506K in Q4 2023. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

AE Wealth Management held 4,704 shares of OneMain Financial worth $287K as of Q2 2026.
AE Wealth Management sold 30 OneMain Financial shares in Q2 2026, an estimated $1.69K.
OneMain Financial made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1514 holding.
AE Wealth Management first reported a position in OneMain Financial in Q4 2021 and has held it in 14 quarters since.
AE Wealth Management's OneMain Financial position peaked at $506K in Q4 2023.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.