AWM
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Avior Wealth Management’s OneMain Financial OMF Stock Holding History

Avior 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
2025
Q1 		– Sell
-5
Closed -$260 – 1825
2024
Q4 		$260 Buy
5
+2
+67% +$104 ﹤0.01% 2337
2024
Q3 		$141 Sell
3
-97
-97% -$4.66K ﹤0.01% 2243
2024
Q2 		$4.85K Sell
100
-5
-5% -$246 ﹤0.01% 1733
2024
Q1 		$5.36K Buy
+105
New +$5.01K ﹤0.01% 2061

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's OMF Position: Q1 2025 in Review

Avior Wealth Management sold out of OneMain Financial (OMF) in Q1 2025, closing a stake of 5 shares — an estimated $260 sold.

Avior Wealth Management first reported a position in OMF in Q1 2024 and held it in 4 quarters. The position peaked at $5.36K in Q1 2024. 412 funds tracked by Wall St. Rank hold OMF as of Q1 2025.

  • Avior Wealth Management reported no remaining OneMain Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5 OneMain Financial shares in Q1 2025, an estimated $260.
  • Avior Wealth Management first reported a position in OneMain Financial in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's OneMain Financial position peaked at $5.36K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.