EWM
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Evolution Wealth Management’s OneMain Financial OMF Stock Holding History

Evolution Wealth 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
Q1 		$11.3K Hold
212
– – 0.01% 494
2025
Q4 		$14.3K Hold
212
– – 0.01% 398
2025
Q3 		$12K Hold
212
– – 0.01% 350
2025
Q2 		$12.1K Buy
+212
New +$10.6K 0.01% 329

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

Evolution Wealth Management's OMF Position: Q1 2026 in Review

Evolution Wealth Management held its OneMain Financial (OMF) position steady in Q1 2026 at 212 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #494.

Evolution Wealth Management first reported a position in OMF in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q4 2025. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Evolution Wealth Management held 212 shares of OneMain Financial worth $11.3K as of Q1 2026.
  • Evolution Wealth Management left its OneMain Financial share count unchanged in Q1 2026.
  • OneMain Financial made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #494 holding.
  • Evolution Wealth Management first reported a position in OneMain Financial in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's OneMain Financial position peaked at $14.3K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.