Concurrent Investment Advisors’s OneMain Financial OMF Stock Holding History

Concurrent Investment 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	$276K	Buy	4,534 +346	+8%	+$19.5K	﹤0.01%	1744
2026 Q1	$224K	Sell	4,188 -14,939	-78%	-$886K	﹤0.01%	1684
2025 Q4	$1.29M	Buy	19,127 +9,677	+102%	+$588K	0.01%	724
2025 Q3	$534K	Buy	9,450 +764	+9%	+$45.1K	0.01%	891
2025 Q2	$495K	Sell	8,686 -2,019	-19%	-$101K	0.01%	851
2025 Q1	$523K	Buy	10,705 +1,409	+15%	+$74.7K	0.01%	739
2024 Q4	$485K	Buy	9,296 +910	+11%	+$47.2K	0.01%	672
2024 Q3	$395K	Sell	8,386 -799	-9%	-$38.4K	0.01%	685
2024 Q2	$445K	Buy	9,185 +3,704	+68%	+$182K	0.01%	627
2024 Q1	$280K	Buy	5,481 +597	+12%	+$28.5K	0.01%	693
2023 Q4	$240K	Buy	+4,884	New	+$199K	0.01%	718

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

Concurrent Investment Advisors's OMF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its OneMain Financial (OMF) stake by 8.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,534 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Concurrent Investment Advisors first reported a position in OMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Concurrent Investment Advisors held 4,534 shares of OneMain Financial worth $276K as of Q2 2026.
Concurrent Investment Advisors bought 346 OneMain Financial shares in Q2 2026, an estimated $19.5K.
OneMain Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1744 holding.
Concurrent Investment Advisors first reported a position in OneMain Financial in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's OneMain Financial position peaked at $1.29M in Q4 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.