Bank Julius Baer & Co
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Bank Julius Baer & Co’s OneMain Financial OMF Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-1,568
Closed -$76.6K – 627
2025
Q1 		$76.6K Buy
1,568
+145
+10% +$7.69K ﹤0.01% 509
2024
Q4 		$81.9K Buy
+1,423
New +$73.8K ﹤0.01% 494

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

Bank Julius Baer & Co's OMF Position: Q2 2025 in Review

Bank Julius Baer & Co sold out of OneMain Financial (OMF) in Q2 2025, closing a stake of 1,568 shares — an estimated $76.6K sold.

Bank Julius Baer & Co first reported a position in OMF in Q4 2024 and held it in 2 quarters. The position peaked at $81.9K in Q4 2024. 446 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

  • Bank Julius Baer & Co reported no remaining OneMain Financial position as of Q2 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,568 OneMain Financial shares in Q2 2025, an estimated $76.6K.
  • Bank Julius Baer & Co first reported a position in OneMain Financial in Q4 2024 and held it in 2 quarters.
  • Bank Julius Baer & Co's OneMain Financial position peaked at $81.9K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Bank Julius Baer & Co's 13F filing for Q2 2025, filed 12 Aug 2025.