AF
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Allworth Financial’s OneMain Financial OMF Stock Holding History

Allworth Financial’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 		$252K Buy
4,714
+1,900
+68% +$113K ﹤0.01% 1264
2025
Q4 		$190K Sell
2,814
-302
-10% -$18.4K ﹤0.01% 1363
2025
Q3 		$176K Buy
3,116
+1,011
+48% +$59.7K ﹤0.01% 1365
2025
Q2 		$120K Buy
2,105
+129
+7% +$6.43K ﹤0.01% 1447
2025
Q1 		$96.2K Buy
1,976
+352
+22% +$18.7K ﹤0.01% 1250
2024
Q4 		$92.7K Buy
1,624
+288
+22% +$14.9K ﹤0.01% 1300
2024
Q3 		$62.9K Buy
1,336
+71
+6% +$3.41K ﹤0.01% 1299
2024
Q2 		$64.7K Sell
1,265
-60
-5% -$2.95K ﹤0.01% 1258
2024
Q1 		$67.7K Sell
1,325
-14
-1% -$669 ﹤0.01% 1172
2023
Q4 		$65.9K Buy
1,339
+271
+25% +$11.1K ﹤0.01% 1088
2023
Q3 		$42.8K Buy
1,068
+840
+368% +$35.9K ﹤0.01% 1175
2023
Q2 		$9.96K Buy
228
+105
+85% +$4.1K ﹤0.01% 1861
2023
Q1 		$4.56K Sell
123
-408
-77% -$16.4K ﹤0.01% 2072
2022
Q4 		$17.7K Buy
531
+2
+0.4% +$71 ﹤0.01% 1422
2022
Q3 		$16K Sell
529
-116
-18% -$4.27K ﹤0.01% 1391
2022
Q2 		$24K Buy
+645
New +$27.9K ﹤0.01% 1170
2021
Q1 		– Sell
-500
Closed -$24K – 1584
2020
Q4 		$24K Buy
+500
New +$19.7K ﹤0.01% 620

Other funds holding OMF

BlackRock
BlackRock New York $5.7T 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 $761B 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