Avantax Advisory Services’s OneMain Financial OMF Stock Holding History

Avantax Advisory Services’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	$416K	Buy	7,295 +1,227	+20%	+$61.2K	﹤0.01%	1694
2025 Q1	$297K	Buy	6,068 +427	+8%	+$22.6K	﹤0.01%	1832
2024 Q4	$294K	Buy	+5,641	New	+$292K	﹤0.01%	1790

Other funds holding OMF

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's OMF Position: Q2 2025 in Review

Avantax Advisory Services increased its OneMain Financial (OMF) stake by 20% in Q2 2025, buying an estimated $61.2K and bringing the position to 7,295 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Avantax Advisory Services first reported a position in OMF in Q4 2024 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

Avantax Advisory Services held 7,295 shares of OneMain Financial worth $416K as of Q2 2025.
Avantax Advisory Services bought 1,227 OneMain Financial shares in Q2 2025, an estimated $61.2K.
OneMain Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1694 holding.
Avantax Advisory Services first reported a position in OneMain Financial in Q4 2024 and has held it in 3 quarters since.
446 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.