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Atria Wealth Solutions’s OneMain Financial OMF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$309K Buy
5,423
+978
+22% +$48.8K 0.01% 1141
2025
Q1 		$217K Sell
4,445
-279
-6% -$14.8K ﹤0.01% 1670
2024
Q4 		$246K Buy
4,724
+231
+5% +$12K ﹤0.01% 1676
2024
Q3 		$211K Sell
4,493
-237
-5% -$11.4K ﹤0.01% 1755
2024
Q2 		$229K Buy
4,730
+276
+6% +$13.6K ﹤0.01% 1673
2024
Q1 		$228K Sell
4,454
-2,830
-39% -$135K ﹤0.01% 1739
2023
Q4 		$358K Sell
7,284
-824
-10% -$33.6K ﹤0.01% 1379
2023
Q3 		$325K Buy
8,108
+26
+0.3% +$1.11K ﹤0.01% 1363
2023
Q2 		$353K Buy
8,082
+901
+13% +$35.1K ﹤0.01% 1344
2023
Q1 		$266K Buy
7,181
+436
+6% +$17.5K ﹤0.01% 1491
2022
Q4 		$225K Buy
+6,745
New +$239K ﹤0.01% 1537

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return