Creative Planning
OMF icon

Creative Planning’s OneMain Financial OMF Stock Holding History

Creative Planning’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
Q3 		$10.6M Buy
192,139
+17,066
+10% +$1.05M 0.01% 936
2026
Q2 		$10.7M Buy
175,073
+25,742
+17% +$1.45M 0.01% 849
2026
Q1 		$7.99M Buy
149,331
+20,757
+16% +$1.23M 0.01% 842
2025
Q4 		$8.69M Buy
128,574
+48,976
+62% +$2.98M 0.01% 677
2025
Q3 		$4.49M Buy
79,598
+24,913
+46% +$1.47M ﹤0.01% 948
2025
Q2 		$3.12M Sell
54,685
-3,547
-6% -$177K ﹤0.01% 1008
2025
Q1 		$2.85M Buy
58,232
+14,671
+34% +$778K ﹤0.01% 966
2024
Q4 		$2.27M Buy
43,561
+4,202
+11% +$218K ﹤0.01% 1052
2024
Q3 		$1.85M Sell
39,359
-1,236
-3% -$59.4K ﹤0.01% 1100
2024
Q2 		$1.97M Buy
40,595
+7,236
+22% +$356K ﹤0.01% 989
2024
Q1 		$1.7M Buy
33,359
+2,024
+6% +$96.7K ﹤0.01% 1040
2023
Q4 		$1.54M Sell
31,335
-2,347
-7% -$95.7K ﹤0.01% 1025
2023
Q3 		$1.35M Buy
33,682
+111
+0.3% +$4.74K ﹤0.01% 1024
2023
Q2 		$1.47M Buy
33,571
+22,637
+207% +$883K ﹤0.01% 949
2023
Q1 		$405K Sell
10,934
-14,599
-57% -$587K ﹤0.01% 1612
2022
Q4 		$851K Buy
25,533
+7,196
+39% +$255K ﹤0.01% 1119
2022
Q3 		$541K Buy
18,337
+10,241
+126% +$377K ﹤0.01% 1286
2022
Q2 		$303K Buy
+8,096
New +$350K ﹤0.01% 1603
2021
Q2 		– Sell
-19,721
Closed -$1.06M – 2435
2021
Q1 		$1.06M Buy
19,721
+10,148
+106% +$524K ﹤0.01% 994
2020
Q4 		$461K Sell
9,573
-9,864
-51% -$390K ﹤0.01% 1370
2020
Q3 		$607K Buy
+19,437
New +$553K ﹤0.01% 1032
2017
Q3 		– Sell
-51
Closed -$1K – 3133
2017
Q2 		$1K Buy
+51
New +$1.2K ﹤0.01% 4470
2017
Q1 		– Sell
-73
Closed -$2K – 4842
2016
Q4 		$2K Sell
73
-182
-71% -$4.47K ﹤0.01% 4289
2016
Q3 		$8K Buy
255
+222
+673% +$6.39K ﹤0.01% 3656
2016
Q2 		$1K Buy
+33
New +$933 ﹤0.01% 4193

Other funds holding OMF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Creative Planning's OMF Position: Q3 2026 in Review

Creative Planning increased its OneMain Financial (OMF) stake by 9.7% in Q3 2026, buying an estimated $1.05M and bringing the position to 192,139 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #936.

Creative Planning first reported a position in OMF in Q2 2016 and has held it in 25 quarters since. The position peaked at $10.7M in Q2 2026. 209 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • Creative Planning held 192,139 shares of OneMain Financial worth $10.6M as of Q3 2026.
  • Creative Planning bought 17,066 OneMain Financial shares in Q3 2026, an estimated $1.05M.
  • OneMain Financial made up 0.01% of Creative Planning's portfolio in Q3 2026, its #936 holding.
  • Creative Planning first reported a position in OneMain Financial in Q2 2016 and has held it in 25 quarters since.
  • Creative Planning's OneMain Financial position peaked at $10.7M in Q2 2026.
  • 209 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.