Icon Wealth Advisors
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
Q3 		$389K Sell
7,030
-5,607
-44% -$345K 0.02% 302
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Icon Wealth Advisors's OMF Position: Q3 2026 in Review

Icon Wealth Advisors reduced its OneMain Financial (OMF) stake by 44% in Q3 2026, selling an estimated $345K and leaving 7,030 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #302.

Icon Wealth Advisors first reported a position in OMF in Q2 2025 and has held it in 6 quarters since. The position peaked at $770K in Q2 2026. 425 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • Icon Wealth Advisors held 7,030 shares of OneMain Financial worth $389K as of Q3 2026.
  • Icon Wealth Advisors sold 5,607 OneMain Financial shares in Q3 2026, an estimated $345K.
  • OneMain Financial made up 0.02% of Icon Wealth Advisors's portfolio in Q3 2026, its #302 holding.
  • Icon Wealth Advisors first reported a position in OneMain Financial in Q2 2025 and has held it in 6 quarters since.
  • Icon Wealth Advisors's OneMain Financial position peaked at $770K in Q2 2026.
  • 425 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.