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Cyndeo Wealth Partners’s OneMain Financial OMF Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-132,211
Closed -$6.46M – 488
2025
Q1 		$6.46M Buy
+132,211
New +$7.01M 0.42% 76

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cyndeo Wealth Partners's OMF Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of OneMain Financial (OMF) in Q2 2025, closing a stake of 132,211 shares — an estimated $6.46M sold.

Cyndeo Wealth Partners first reported a position in OMF in Q1 2025 and held it in 1 quarter. The position peaked at $6.46M in Q1 2025. 446 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

  • Cyndeo Wealth Partners reported no remaining OneMain Financial position as of Q2 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 132,211 OneMain Financial shares in Q2 2025, an estimated $6.46M.
  • Cyndeo Wealth Partners first reported a position in OneMain Financial in Q1 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's OneMain Financial position peaked at $6.46M in Q1 2025.
  • 446 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.