Baldwin Wealth Partners’s OneMain Financial OMF Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-1,000	Closed	-$47.1K	–	769
2024 Q3	$47.1K	Hold	1,000	–	–	﹤0.01%	564
2024 Q2	$48.5K	Hold	1,000	–	–	﹤0.01%	359
2024 Q1	$51.1K	Hold	1,000	–	–	﹤0.01%	367
2023 Q4	$49.2K	Hold	1,000	–	–	﹤0.01%	377
2023 Q3	$40.1K	Hold	1,000	–	–	﹤0.01%	425
2023 Q2	$43.7K	Hold	1,000	–	–	﹤0.01%	429
2023 Q1	$37.1K	Hold	1,000	–	–	﹤0.01%	457
2022 Q4	$33.3K	Sell	1,000 -1,000	-50%	-$35.5K	﹤0.01%	473
2022 Q3	$59K	Buy	2,000 +1,000	+100%	+$36.8K	0.01%	312
2022 Q2	$37K	Hold	1,000	–	–	﹤0.01%	391
2022 Q1	$47K	Hold	1,000	–	–	0.01%	380
2021 Q4	$50K	Hold	1,000	–	–	0.01%	347
2021 Q3	$55K	Buy	+1,000	New	+$58.1K	0.01%	337

Other funds holding OMF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Baldwin Wealth Partners's OMF Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of OneMain Financial (OMF) in Q4 2024, closing a stake of 1,000 shares — an estimated $47.1K sold.

Baldwin Wealth Partners first reported a position in OMF in Q3 2021 and held it in 13 quarters. The position peaked at $59K in Q3 2022. 406 funds tracked by Wall St. Rank hold OMF as of Q4 2024.

Baldwin Wealth Partners reported no remaining OneMain Financial position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 OneMain Financial shares in Q4 2024, an estimated $47.1K.
Baldwin Wealth Partners first reported a position in OneMain Financial in Q3 2021 and held it in 13 quarters.
Baldwin Wealth Partners's OneMain Financial position peaked at $59K in Q3 2022.
406 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.