Impact Partnership Wealth
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Impact Partnership Wealth’s OneMain Financial OMF Stock Holding History

Impact Partnership Wealth’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 		– Sell
-3,911
Closed -$238K – 517
2026
Q2 		$238K Buy
+3,911
New +$220K 0.02% 388
2025
Q2 		– Sell
-8,450
Closed -$413K – 337
2025
Q1 		$413K Buy
8,450
+3,280
+63% +$174K 0.09% 139
2024
Q4 		$269K Buy
5,170
+140
+3% +$7.26K 0.05% 220
2024
Q3 		$237K Sell
5,030
-22
-0.4% -$1.06K 0.05% 210
2024
Q2 		$245K Buy
5,052
+908
+22% +$44.6K 0.06% 182
2024
Q1 		$212K Sell
4,144
-746
-15% -$35.6K 0.08% 165
2023
Q4 		$241K Buy
4,890
+1,473
+43% +$60.1K 0.09% 152
2023
Q3 		$137K Buy
+3,417
New +$146K 0.04% 249

Other funds holding OMF

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Impact Partnership Wealth's OMF Position: Q3 2026 in Review

Impact Partnership Wealth sold out of OneMain Financial (OMF) in Q3 2026, closing a stake of 3,911 shares — an estimated $238K sold.

Impact Partnership Wealth first reported a position in OMF in Q3 2023 and held it in 8 quarters. The position peaked at $413K in Q1 2025. 295 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • Impact Partnership Wealth reported no remaining OneMain Financial position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,911 OneMain Financial shares in Q3 2026, an estimated $238K.
  • Impact Partnership Wealth first reported a position in OneMain Financial in Q3 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's OneMain Financial position peaked at $413K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.