EWA
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EverSource Wealth Advisors’s OneMain Financial OMF Stock Holding History

EverSource Wealth Advisors’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 		$256K Buy
4,203
+627
+18% +$35.3K 0.01% 887
2026
Q1 		$191K Buy
3,576
+1,006
+39% +$59.7K 0.01% 1080
2025
Q4 		$174K Buy
2,570
+828
+48% +$50.3K 0.01% 1013
2025
Q3 		$98.4K Buy
1,742
+619
+55% +$36.5K ﹤0.01% 1288
2025
Q2 		$64K Buy
1,123
+635
+130% +$31.7K ﹤0.01% 1468
2025
Q1 		$23.9K Buy
488
+180
+58% +$9.55K ﹤0.01% 1601
2024
Q4 		$16.1K Buy
308
+155
+101% +$8.04K ﹤0.01% 1746
2024
Q3 		$7.2K Sell
153
-4
-3% -$192 ﹤0.01% 2053
2024
Q2 		$8.21K Buy
157
+51
+48% +$2.51K ﹤0.01% 1967
2024
Q1 		$5.52K Sell
106
-27
-20% -$1.29K ﹤0.01% 2005
2023
Q4 		$6.54K Buy
133
+117
+731% +$4.77K ﹤0.01% 1747
2023
Q3 		$641 Sell
16
-236
-94% -$10.1K ﹤0.01% 2334
2023
Q2 		$11K Buy
252
+214
+563% +$8.35K ﹤0.01% 1395
2023
Q1 		$1.41K Sell
38
-1
-3% -$40 ﹤0.01% 2036
2022
Q4 		$1.3K Sell
39
-1,209
-97% -$42.9K ﹤0.01% 2028
2022
Q3 		$37K Sell
1,248
-476
-28% -$17.5K 0.01% 719
2022
Q2 		$64K Buy
+1,724
New +$74.5K 0.02% 533

Other funds holding OMF

BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

EverSource Wealth Advisors's OMF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OneMain Financial (OMF) stake by 18% in Q2 2026, buying an estimated $35.3K and bringing the position to 4,203 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #887.

EverSource Wealth Advisors first reported a position in OMF in Q2 2022 and has held it in 17 quarters since. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • EverSource Wealth Advisors held 4,203 shares of OneMain Financial worth $256K as of Q2 2026.
  • EverSource Wealth Advisors bought 627 OneMain Financial shares in Q2 2026, an estimated $35.3K.
  • OneMain Financial made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #887 holding.
  • EverSource Wealth Advisors first reported a position in OneMain Financial in Q2 2022 and has held it in 17 quarters since.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.