Evergreen Capital Management’s OneMain Financial OMF Stock Holding History

Evergreen Capital Management’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	$633K	Sell	10,380 -1,735	-14%	-$97.7K	0.01%	766
2026 Q1	$648K	Sell	12,115 -13,319	-52%	-$790K	0.01%	648
2025 Q4	$1.72M	Buy	25,434 +14,855	+140%	+$903K	0.04%	346
2025 Q3	$597K	Buy	10,579 +233	+2%	+$13.8K	0.01%	580
2025 Q2	$590K	Buy	+10,346	New	+$516K	0.02%	495
2025 Q1	–	Sell	-7,008	Closed	-$365K	–	1159
2024 Q4	$365K	Buy	+7,008	New	+$363K	0.01%	642

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

Evergreen Capital Management's OMF Position: Q2 2026 in Review

Evergreen Capital Management reduced its OneMain Financial (OMF) stake by 14% in Q2 2026, selling an estimated $97.7K and leaving 10,380 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #766.

Evergreen Capital Management first reported a position in OMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Evergreen Capital Management held 10,380 shares of OneMain Financial worth $633K as of Q2 2026.
Evergreen Capital Management sold 1,735 OneMain Financial shares in Q2 2026, an estimated $97.7K.
OneMain Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #766 holding.
Evergreen Capital Management first reported a position in OneMain Financial in Q4 2024 and has held it in 6 quarters since.
Evergreen Capital Management's OneMain Financial position peaked at $1.72M in Q4 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.