IWA
OMF icon

Icon Wealth Advisors’s OneMain Financial OMF Stock Holding History

Icon Wealth Advisors’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 		$584K Buy
10,091
+5,903
+141% +$350K 0.04% 239
2025
Q4 		$283K Buy
4,188
+1,039
+33% +$63.2K 0.02% 330
2025
Q3 		$178K Buy
3,149
+532
+20% +$31.4K 0.01% 390
2025
Q2 		$149K Buy
+2,617
New +$130K 0.01% 422

Other funds holding OMF

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Icon Wealth Advisors's OMF Position: Q1 2026 in Review

Icon Wealth Advisors increased its OneMain Financial (OMF) stake by 141% in Q1 2026, buying an estimated $350K and bringing the position to 10,091 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #239.

Icon Wealth Advisors first reported a position in OMF in Q2 2025 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Icon Wealth Advisors held 10,091 shares of OneMain Financial worth $584K as of Q1 2026.
  • Icon Wealth Advisors bought 5,903 OneMain Financial shares in Q1 2026, an estimated $350K.
  • OneMain Financial made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #239 holding.
  • Icon Wealth Advisors first reported a position in OneMain Financial in Q2 2025 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.