Essex Financial Services’s OneMain Financial OMF Stock Holding History

Essex Financial Services’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	$208K	Sell	3,884 -337	-8%	-$20K	0.01%	745
2025 Q4	$285K	Buy	4,221 +277	+7%	+$16.8K	0.02%	618
2025 Q3	$223K	Sell	3,944 -210	-5%	-$12.4K	0.01%	682
2025 Q2	$237K	Sell	4,154 -437	-10%	-$21.8K	0.02%	614
2025 Q1	$224K	Buy	4,591 +288	+7%	+$15.3K	0.02%	573
2024 Q4	$224K	Buy	+4,303	New	+$223K	0.02%	571
2024 Q2	–	Sell	-3,954	Closed	-$202K	–	624
2024 Q1	$202K	Buy	+3,954	New	+$189K	0.02%	513

Other funds holding OMF

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Essex Financial Services's OMF Position: Q1 2026 in Review

Essex Financial Services reduced its OneMain Financial (OMF) stake by 8% in Q1 2026, selling an estimated $20K and leaving 3,884 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #745.

Essex Financial Services first reported a position in OMF in Q1 2024 and has held it in 7 quarters since. The position peaked at $285K in Q4 2025. 482 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

Essex Financial Services held 3,884 shares of OneMain Financial worth $208K as of Q1 2026.
Essex Financial Services sold 337 OneMain Financial shares in Q1 2026, an estimated $20K.
OneMain Financial made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #745 holding.
Essex Financial Services first reported a position in OneMain Financial in Q1 2024 and has held it in 7 quarters since.
Essex Financial Services's OneMain Financial position peaked at $285K in Q4 2025.
482 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.