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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
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
BlackRock New York $5.7T 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 $761B 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