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

Axxcess 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
Q4 		– Sell
-3,663
Closed -$207K – 1079
2025
Q3 		$207K Buy
3,663
+48
+1% +$2.83K ﹤0.01% 882
2025
Q2 		$206K Buy
+3,615
New +$180K ﹤0.01% 838

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's OMF Position: Q4 2025 in Review

Axxcess Wealth Management sold out of OneMain Financial (OMF) in Q4 2025, closing a stake of 3,663 shares — an estimated $207K sold.

Axxcess Wealth Management first reported a position in OMF in Q2 2025 and held it in 2 quarters. The position peaked at $207K in Q3 2025. 491 funds tracked by Wall St. Rank hold OMF as of Q4 2025.

  • Axxcess Wealth Management reported no remaining OneMain Financial position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,663 OneMain Financial shares in Q4 2025, an estimated $207K.
  • Axxcess Wealth Management first reported a position in OneMain Financial in Q2 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's OneMain Financial position peaked at $207K in Q3 2025.
  • 491 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.