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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BWA

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FMI

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's OMF Position: Q2 2025 in Review

Atria Wealth Solutions increased its OneMain Financial (OMF) stake by 22% in Q2 2025, buying an estimated $48.8K and bringing the position to 5,423 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1141.

Atria Wealth Solutions first reported a position in OMF in Q4 2022 and has held it in 11 quarters since. The position peaked at $358K in Q4 2023. 445 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

Atria Wealth Solutions held 5,423 shares of OneMain Financial worth $309K as of Q2 2025.
Atria Wealth Solutions bought 978 OneMain Financial shares in Q2 2025, an estimated $48.8K.
OneMain Financial made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1141 holding.
Atria Wealth Solutions first reported a position in OneMain Financial in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's OneMain Financial position peaked at $358K in Q4 2023.
445 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.