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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
Q3 		– Sell
-140
Closed -$8.54K – 763
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GoalVest Advisory's OMF Position: Q3 2026 in Review

GoalVest Advisory sold out of OneMain Financial (OMF) in Q3 2026, closing a stake of 140 shares — an estimated $8.54K sold.

GoalVest Advisory first reported a position in OMF in Q2 2025 and held it in 5 quarters. The position peaked at $22K in Q4 2025. 19 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • GoalVest Advisory reported no remaining OneMain Financial position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 140 OneMain Financial shares in Q3 2026, an estimated $8.54K.
  • GoalVest Advisory first reported a position in OneMain Financial in Q2 2025 and held it in 5 quarters.
  • GoalVest Advisory's OneMain Financial position peaked at $22K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.