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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's OMF Position: Q2 2025 in Review

Impact Partnership Wealth sold out of OneMain Financial (OMF) in Q2 2025, closing a stake of 8,450 shares — an estimated $413K sold.

Impact Partnership Wealth first reported a position in OMF in Q3 2023 and held it in 7 quarters. The position peaked at $413K in Q1 2025. 446 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

  • Impact Partnership Wealth reported no remaining OneMain Financial position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,450 OneMain Financial shares in Q2 2025, an estimated $413K.
  • Impact Partnership Wealth first reported a position in OneMain Financial in Q3 2023 and held it in 7 quarters.
  • Impact Partnership Wealth's OneMain Financial position peaked at $413K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.