IMA Advisory Services’s OneMain Financial OMF Stock Holding History

IMA Advisory Services’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	$2.99M	Sell	49,079 -1,557	-3%	-$87.7K	0.19%	97
2026 Q1	$2.71M	Sell	50,636 -3,295	-6%	-$196K	0.26%	76
2025 Q4	$3.64M	Sell	53,931 -778	-1%	-$47.3K	0.35%	62
2025 Q3	$3.09M	Sell	54,709 -832	-1%	-$49.1K	0.31%	67
2025 Q2	$3.17M	Buy	55,541 +672	+1%	+$33.5K	0.34%	57
2025 Q1	$2.68M	Sell	54,869 -3,805	-6%	-$202K	0.32%	58
2024 Q4	$3.06M	Sell	58,674 -469	-0.8%	-$24.3K	0.37%	59
2024 Q3	$2.78M	Sell	59,143 -5,925	-9%	-$285K	0.61%	46
2024 Q2	$3.16M	Sell	65,068 -1,534	-2%	-$75.4K	1.39%	23
2024 Q1	$3.4M	Sell	66,602 -12,641	-16%	-$604K	1.61%	20
2023 Q4	$3.9M	Sell	79,243 -7,858	-9%	-$321K	1.95%	16
2023 Q3	$3.49M	Sell	87,101 -1,368	-2%	-$58.4K	0.9%	32
2023 Q2	$3.87M	Buy	88,469 +2,015	+2%	+$78.6K	0.99%	28
2023 Q1	$3.21M	Buy	86,454 +86	+0.1%	+$3.46K	0.83%	32
2022 Q4	$2.88M	Sell	86,368 -11,956	-12%	-$424K	0.76%	35
2022 Q3	$2.9M	Buy	98,324 +12,064	+14%	+$444K	0.78%	36
2022 Q2	$3.22M	Buy	86,260 +7,632	+10%	+$330K	0.79%	32
2022 Q1	$3.73M	Buy	+78,628	New	+$3.92M	0.86%	30

Other funds holding OMF

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

IMA Advisory Services's OMF Position: Q2 2026 in Review

IMA Advisory Services reduced its OneMain Financial (OMF) stake by 3.1% in Q2 2026, selling an estimated $87.7K and leaving 49,079 shares worth $2.99M. The position accounts for 0.19% of the portfolio, ranked #97.

IMA Advisory Services first reported a position in OMF in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.9M in Q4 2023. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

IMA Advisory Services held 49,079 shares of OneMain Financial worth $2.99M as of Q2 2026.
IMA Advisory Services sold 1,557 OneMain Financial shares in Q2 2026, an estimated $87.7K.
OneMain Financial made up 0.19% of IMA Advisory Services's portfolio in Q2 2026, its #97 holding.
IMA Advisory Services first reported a position in OneMain Financial in Q1 2022 and has held it in 18 quarters since.
IMA Advisory Services's OneMain Financial position peaked at $3.9M in Q4 2023.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.