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
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

BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

Creative Planning's OMF Position: Q2 2026 in Review

Creative Planning increased its OneMain Financial (OMF) stake by 17% in Q2 2026, buying an estimated $1.45M and bringing the position to 175,073 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #849.

Creative Planning first reported a position in OMF in Q2 2016 and has held it in 24 quarters since. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Creative Planning held 175,073 shares of OneMain Financial worth $10.7M as of Q2 2026.
  • Creative Planning bought 25,742 OneMain Financial shares in Q2 2026, an estimated $1.45M.
  • OneMain Financial made up 0.01% of Creative Planning's portfolio in Q2 2026, its #849 holding.
  • Creative Planning first reported a position in OneMain Financial in Q2 2016 and has held it in 24 quarters since.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.