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Evolve Private Wealth’s OneMain Financial OMF Stock Holding History

Evolve Private Wealth’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 		$273K Buy
+4,482
New +$252K 0.02% 778
2026
Q1 		– Sell
-3,174
Closed -$214K – 1039
2025
Q4 		$214K Buy
+3,174
New +$193K 0.01% 842

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

Evolve Private Wealth's OMF Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in OneMain Financial (OMF) in Q2 2026: 4,482 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #778 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in OMF as recently as Q4 2025.

Evolve Private Wealth first reported a position in OMF in Q4 2025 and has held it in 2 quarters since. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Evolve Private Wealth held 4,482 shares of OneMain Financial worth $273K as of Q2 2026.
  • OneMain Financial was a new Evolve Private Wealth position in Q2 2026.
  • OneMain Financial made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #778 holding.
  • Evolve Private Wealth first reported a position in OneMain Financial in Q4 2025 and has held it in 2 quarters since.
  • 525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.