CWM
OMF icon

Congress Wealth Management’s OneMain Financial OMF Stock Holding History

Congress Wealth Management’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 		$599K Buy
10,502
+4,667
+80% +$233K 0.01% 865
2025
Q1 		$285K Sell
5,835
-4,524
-44% -$240K ﹤0.01% 948
2024
Q4 		$540K Sell
10,359
-5,355
-34% -$278K 0.01% 624
2024
Q3 		$740K Buy
15,714
+5,302
+51% +$255K 0.01% 566
2024
Q2 		$505K Buy
+10,412
New +$512K 0.01% 535

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's OMF Position: Q2 2025 in Review

Congress Wealth Management increased its OneMain Financial (OMF) stake by 80% in Q2 2025, buying an estimated $233K and bringing the position to 10,502 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #865.

Congress Wealth Management first reported a position in OMF in Q2 2024 and has held it in 5 quarters since. The position peaked at $740K in Q3 2024. 445 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

  • Congress Wealth Management held 10,502 shares of OneMain Financial worth $599K as of Q2 2025.
  • Congress Wealth Management bought 4,667 OneMain Financial shares in Q2 2025, an estimated $233K.
  • OneMain Financial made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #865 holding.
  • Congress Wealth Management first reported a position in OneMain Financial in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's OneMain Financial position peaked at $740K in Q3 2024.
  • 445 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.