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BFC Planning, Inc.’s OneMain Financial OMF Stock Holding History

BFC Planning, Inc.’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 		$9.7K Sell
160
-26
-14% -$1.46K ﹤0.01% 2378
2026
Q1 		$10K Buy
186
+16
+9% +$949 ﹤0.01% 2051
2025
Q4 		$11.5K Sell
170
-2
-1% -$122 ﹤0.01% 2012
2025
Q3 		$9.7K Buy
172
+13
+8% +$767 ﹤0.01% 1943
2025
Q2 		$9.06K Buy
159
+88
+124% +$4.39K ﹤0.01% 1859
2025
Q1 		$3.48K Buy
71
+5
+8% +$265 ﹤0.01% 2153
2024
Q4 		$3.44K Buy
+66
New +$3.42K ﹤0.01% 2124

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AQR Capital Management
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
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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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BFC Planning, Inc.'s OMF Position: Q2 2026 in Review

BFC Planning, Inc. reduced its OneMain Financial (OMF) stake by 14% in Q2 2026, selling an estimated $1.46K and leaving 160 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

BFC Planning, Inc. first reported a position in OMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5K in Q4 2025. 528 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • BFC Planning, Inc. held 160 shares of OneMain Financial worth $9.7K as of Q2 2026.
  • BFC Planning, Inc. sold 26 OneMain Financial shares in Q2 2026, an estimated $1.46K.
  • OneMain Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2378 holding.
  • BFC Planning, Inc. first reported a position in OneMain Financial in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s OneMain Financial position peaked at $11.5K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.