Forum Financial Management’s OneMain Financial OMF Stock Holding History

Forum Financial 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	–	Sell	-5,299	Closed	-$358K	–	779
2025 Q4	$358K	Buy	5,299 +4	+0.1%	+$243	﹤0.01%	652
2025 Q3	$299K	Buy	5,295 +546	+11%	+$32.2K	﹤0.01%	740
2025 Q2	$271K	Buy	4,749 +209	+5%	+$10.4K	﹤0.01%	729
2025 Q1	$222K	Buy	4,540 +13	+0.3%	+$689	﹤0.01%	763
2024 Q4	$236K	Buy	+4,527	New	+$235K	﹤0.01%	762
2024 Q3	–	Sell	-4,177	Closed	-$203K	–	779
2024 Q2	$203K	Buy	4,177 +7	+0.2%	+$344	﹤0.01%	671
2024 Q1	$213K	Hold	4,170	–	–	﹤0.01%	677
2023 Q4	$205K	Buy	+4,170	New	+$170K	﹤0.01%	634

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Forum Financial Management's OMF Position: Q1 2026 in Review

Forum Financial Management sold out of OneMain Financial (OMF) in Q1 2026, closing a stake of 5,299 shares — an estimated $358K sold.

Forum Financial Management first reported a position in OMF in Q4 2023 and held it in 8 quarters. The position peaked at $358K in Q4 2025. 488 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

Forum Financial Management reported no remaining OneMain Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,299 OneMain Financial shares in Q1 2026, an estimated $358K.
Forum Financial Management first reported a position in OneMain Financial in Q4 2023 and held it in 8 quarters.
Forum Financial Management's OneMain Financial position peaked at $358K in Q4 2025.
488 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.