Clearstead Advisors’s OneMain Financial OMF Stock Holding History

Clearstead Advisors’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 Q2	$38.7K	Buy	+634	New	+$35.7K	﹤0.01%	1588
2026 Q1	–	Sell	-179	Closed	-$12.1K	–	2676
2025 Q4	$12.1K	Sell	179 -58	-24%	-$3.53K	﹤0.01%	1844
2025 Q3	$13.4K	Buy	237 +127	+115%	+$7.5K	﹤0.01%	1820
2025 Q2	$6.27K	Buy	110 +98	+817%	+$4.89K	﹤0.01%	2047
2025 Q1	$587	Buy	+12	New	+$636	﹤0.01%	2051
2024 Q4	–	Sell	-20	Closed	-$942	–	2164
2024 Q3	$942	Buy	+20	New	+$961	﹤0.01%	1924
2022 Q2	–	Sell	-5,816	Closed	-$276K	–	1390
2022 Q1	$276K	Buy	+5,816	New	+$290K	0.02%	367
2021 Q1	–	Sell	-1,730	Closed	-$83K	–	1162
2020 Q4	$83K	Hold	1,730	–	–	0.01%	446
2020 Q3	$54K	Buy	+1,730	New	+$49.2K	0.01%	456

Other funds holding OMF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Clearstead Advisors's OMF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OneMain Financial (OMF) in Q2 2026: 634 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OMF as recently as Q4 2025.

Clearstead Advisors first reported a position in OMF in Q3 2020 and has held it in 9 quarters since. The position peaked at $276K in Q1 2022. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Clearstead Advisors held 634 shares of OneMain Financial worth $38.7K as of Q2 2026.
OneMain Financial was a new Clearstead Advisors position in Q2 2026.
OneMain Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1588 holding.
Clearstead Advisors first reported a position in OneMain Financial in Q3 2020 and has held it in 9 quarters since.
Clearstead Advisors's OneMain Financial position peaked at $276K in Q1 2022.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.