Independent Advisor Alliance’s OneMain Financial OMF Stock Holding History

Independent Advisor Alliance’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	$1.35M	Buy	22,131 +898	+4%	+$50.6K	0.03%	380
2026 Q1	$1.14M	Sell	21,233 -17,945	-46%	-$1.06M	0.01%	768
2025 Q4	$2.65M	Sell	39,178 -257	-0.7%	-$15.6K	0.06%	243
2025 Q3	$2.23M	Buy	39,435 +18,240	+86%	+$1.08M	0.06%	273
2025 Q2	$1.21M	Buy	21,195 +4,716	+29%	+$235K	0.03%	373
2025 Q1	$805K	Buy	16,479 +357	+2%	+$18.9K	0.03%	412
2024 Q4	$840K	Buy	16,122 +4,964	+44%	+$257K	0.01%	781
2024 Q3	$525K	Buy	11,158 +669	+6%	+$32.2K	0.02%	451
2024 Q2	$509K	Buy	10,489 +1,203	+13%	+$59.1K	0.02%	462
2024 Q1	$474K	Buy	9,286 +540	+6%	+$25.8K	0.02%	465
2023 Q4	$430K	Hold	8,746	–	–	0.02%	467
2023 Q3	$351K	Hold	8,746	–	–	0.02%	482
2023 Q2	$382K	Hold	8,746	–	–	0.02%	482
2023 Q1	$324K	Buy	+8,746	New	+$351K	0.02%	499
2022 Q4	–	Sell	-8,746	Closed	-$258K	–	568
2022 Q3	$258K	Buy	+8,746	New	+$322K	0.02%	523

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

Independent Advisor Alliance's OMF Position: Q2 2026 in Review

Independent Advisor Alliance increased its OneMain Financial (OMF) stake by 4.2% in Q2 2026, buying an estimated $50.6K and bringing the position to 22,131 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #380.

Independent Advisor Alliance first reported a position in OMF in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Independent Advisor Alliance held 22,131 shares of OneMain Financial worth $1.35M as of Q2 2026.
Independent Advisor Alliance bought 898 OneMain Financial shares in Q2 2026, an estimated $50.6K.
OneMain Financial made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #380 holding.
Independent Advisor Alliance first reported a position in OneMain Financial in Q3 2022 and has held it in 15 quarters since.
Independent Advisor Alliance's OneMain Financial position peaked at $2.65M in Q4 2025.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.