Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s OneMain Financial OMF Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-4,075
Closed -$275K – 1441
2025
Q4 		$275K Buy
4,075
+174
+4% +$10.6K ﹤0.01% 1327
2025
Q3 		$220K Buy
+3,901
New +$230K ﹤0.01% 1387
2024
Q4 		– Sell
-4,679
Closed -$220K – 1777
2024
Q3 		$220K Buy
4,679
+483
+12% +$23.2K ﹤0.01% 1602
2024
Q2 		$203K Buy
+4,196
New +$206K ﹤0.01% 1585

Other funds holding OMF

BlackRock
BlackRock New York $5.72T 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 $871B 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

Envestnet Portfolio Solutions's OMF Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of OneMain Financial (OMF) in Q1 2026, closing a stake of 4,075 shares — an estimated $275K sold.

Envestnet Portfolio Solutions first reported a position in OMF in Q2 2024 and held it in 4 quarters. The position peaked at $275K in Q4 2025. 482 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining OneMain Financial position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,075 OneMain Financial shares in Q1 2026, an estimated $275K.
  • Envestnet Portfolio Solutions first reported a position in OneMain Financial in Q2 2024 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's OneMain Financial position peaked at $275K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.