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Bogart Wealth LLC’s OneMain Financial OMF Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$3K Buy
56
+35
+167% +$2.08K ﹤0.01% 1185
2025
Q4 		$1.42K Hold
21
– – ﹤0.01% 1243
2025
Q3 		$1.19K Hold
21
– – ﹤0.01% 1250
2025
Q2 		$1.2K Buy
+21
New +$1.05K ﹤0.01% 1203
2024
Q3 		– Sell
-150
Closed -$7.27K – 1155
2024
Q2 		$7.27K Buy
+150
New +$7.37K ﹤0.01% 714

Other funds holding OMF

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bogart Wealth LLC's OMF Position: Q1 2026 in Review

Bogart Wealth LLC increased its OneMain Financial (OMF) stake by 167% in Q1 2026, buying an estimated $2.08K and bringing the position to 56 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Bogart Wealth LLC first reported a position in OMF in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.27K in Q2 2024. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Bogart Wealth LLC held 56 shares of OneMain Financial worth $3K as of Q1 2026.
  • Bogart Wealth LLC bought 35 OneMain Financial shares in Q1 2026, an estimated $2.08K.
  • OneMain Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1185 holding.
  • Bogart Wealth LLC first reported a position in OneMain Financial in Q2 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's OneMain Financial position peaked at $7.27K in Q2 2024.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.