GoalVest Advisory’s OneMain Financial OMF Stock Holding History

GoalVest Advisory’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	$8.54K	Hold	140	–	–	﹤0.01%	355
2026 Q1	$7.49K	Sell	140 -185	-57%	-$11K	﹤0.01%	377
2025 Q4	$22K	Hold	325	–	–	﹤0.01%	339
2025 Q3	$18.4K	Buy	325 +140	+76%	+$8.26K	﹤0.01%	301
2025 Q2	$10.5K	Buy	+185	New	+$9.22K	﹤0.01%	306

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

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

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

GoalVest Advisory's OMF Position: Q2 2026 in Review

GoalVest Advisory held its OneMain Financial (OMF) position steady in Q2 2026 at 140 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

GoalVest Advisory first reported a position in OMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $22K in Q4 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

GoalVest Advisory held 140 shares of OneMain Financial worth $8.54K as of Q2 2026.
GoalVest Advisory left its OneMain Financial share count unchanged in Q2 2026.
OneMain Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #355 holding.
GoalVest Advisory first reported a position in OneMain Financial in Q2 2025 and has held it in 5 quarters since.
GoalVest Advisory's OneMain Financial position peaked at $22K in Q4 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.