IEQ Capital’s OneMain Financial OMF Stock Holding History

IEQ Capital’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	$2.12M	Sell	39,581 -4,836	-11%	-$287K	0.01%	746
2025 Q4	$3M	Buy	44,417 +33,218	+297%	+$2.02M	0.01%	669
2025 Q3	$632K	Sell	11,199 -11,173	-50%	-$659K	﹤0.01%	1195
2025 Q2	$1.28M	Buy	22,372 +9,173	+69%	+$457K	0.01%	783
2025 Q1	$645K	Sell	13,199 -3,994	-23%	-$212K	0.01%	883
2024 Q4	$896K	Buy	+17,193	New	+$891K	0.01%	690

Other funds holding OMF

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

IEQ Capital's OMF Position: Q1 2026 in Review

IEQ Capital reduced its OneMain Financial (OMF) stake by 11% in Q1 2026, selling an estimated $287K and leaving 39,581 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #746.

IEQ Capital first reported a position in OMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3M in Q4 2025. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

IEQ Capital held 39,581 shares of OneMain Financial worth $2.12M as of Q1 2026.
IEQ Capital sold 4,836 OneMain Financial shares in Q1 2026, an estimated $287K.
OneMain Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #746 holding.
IEQ Capital first reported a position in OneMain Financial in Q4 2024 and has held it in 6 quarters since.
IEQ Capital's OneMain Financial position peaked at $3M in Q4 2025.
481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.