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
Q2 		$770K Buy
12,637
+2,546
+25% +$143K 0.05% 218
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 $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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Icon Wealth Advisors's OMF Position: Q2 2026 in Review

Icon Wealth Advisors increased its OneMain Financial (OMF) stake by 25% in Q2 2026, buying an estimated $143K and bringing the position to 12,637 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #218.

Icon Wealth Advisors first reported a position in OMF in Q2 2025 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Icon Wealth Advisors held 12,637 shares of OneMain Financial worth $770K as of Q2 2026.
  • Icon Wealth Advisors bought 2,546 OneMain Financial shares in Q2 2026, an estimated $143K.
  • OneMain Financial made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Icon Wealth Advisors first reported a position in OneMain Financial in Q2 2025 and has held it in 5 quarters since.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.