HWM
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HighMark Wealth Management’s OneMain Financial OMF Stock Holding History

HighMark Wealth 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
2025
Q3 		– Sell
-23
Closed -$1.31K – 653
2025
Q2 		$1.31K Hold
23
– – ﹤0.01% 511
2025
Q1 		$1.12K Hold
23
– – ﹤0.01% 485
2024
Q4 		$1.2K Hold
23
– – ﹤0.01% 488
2024
Q3 		$1.08K Hold
23
– – ﹤0.01% 513
2024
Q2 		$1.11K Buy
+23
New +$1.13K ﹤0.01% 504

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HighMark Wealth Management's OMF Position: Q3 2025 in Review

HighMark Wealth Management sold out of OneMain Financial (OMF) in Q3 2025, closing a stake of 23 shares — an estimated $1.31K sold.

HighMark Wealth Management first reported a position in OMF in Q2 2024 and held it in 5 quarters. The position peaked at $1.31K in Q2 2025. 469 funds tracked by Wall St. Rank hold OMF as of Q3 2025.

  • HighMark Wealth Management reported no remaining OneMain Financial position as of Q3 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 23 OneMain Financial shares in Q3 2025, an estimated $1.31K.
  • HighMark Wealth Management first reported a position in OneMain Financial in Q2 2024 and held it in 5 quarters.
  • HighMark Wealth Management's OneMain Financial position peaked at $1.31K in Q2 2025.
  • 469 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.