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 Q2	$285K	Buy	4,669 +785	+20%	+$44.2K	0.01%	667
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 $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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Essex Financial Services's OMF Position: Q2 2026 in Review

Essex Financial Services increased its OneMain Financial (OMF) stake by 20% in Q2 2026, buying an estimated $44.2K and bringing the position to 4,669 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #667.

Essex Financial Services first reported a position in OMF in Q1 2024 and has held it in 8 quarters since. The position peaked at $285K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Essex Financial Services held 4,669 shares of OneMain Financial worth $285K as of Q2 2026.
Essex Financial Services bought 785 OneMain Financial shares in Q2 2026, an estimated $44.2K.
OneMain Financial made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #667 holding.
Essex Financial Services first reported a position in OneMain Financial in Q1 2024 and has held it in 8 quarters since.
Essex Financial Services's OneMain Financial position peaked at $285K in Q4 2025.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.