IFAM
OMF icon

Institutional & Family Asset Management’s OneMain Financial OMF Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$21.4K Buy
441
+97
+28% +$4.77K ﹤0.01% 330
2024
Q1 		$17.6K Hold
344
– – ﹤0.01% 345
2023
Q4 		$16.9K Hold
344
– – ﹤0.01% 331
2023
Q3 		$13.8K Sell
344
-64
-16% -$2.73K ﹤0.01% 342
2023
Q2 		$17.8K Sell
408
-37
-8% -$1.44K ﹤0.01% 322
2023
Q1 		$16.5K Sell
445
-210
-32% -$8.44K ﹤0.01% 334
2022
Q4 		$21.8K Hold
655
– – ﹤0.01% 296
2022
Q3 		$19K Hold
655
– – ﹤0.01% 318
2022
Q2 		$24K Buy
655
+50
+8% +$2.16K ﹤0.01% 297
2022
Q1 		$29K Sell
605
-995
-62% -$49.6K ﹤0.01% 316
2021
Q4 		$80K Sell
1,600
-54
-3% -$2.86K 0.01% 224
2021
Q3 		$92K Buy
1,654
+1,001
+153% +$58.2K 0.01% 251
2021
Q2 		$39K Hold
653
– – 0.01% 376
2021
Q1 		$35K Sell
653
-11
-2% -$568 0.01% 416
2020
Q4 		$32K Sell
664
-18
-3% -$711 0.01% 383
2020
Q3 		$21K Sell
682
-10
-1% -$285 ﹤0.01% 392
2020
Q2 		$17K Sell
692
-42
-6% -$956 ﹤0.01% 414
2020
Q1 		$14K Buy
734
+191
+35% +$7.12K ﹤0.01% 414
2019
Q4 		$23K Hold
543
– – ﹤0.01% 416
2019
Q3 		$20K Sell
543
-13
-2% -$482 ﹤0.01% 405
2019
Q2 		$19K Buy
556
+35
+7% +$1.14K ﹤0.01% 429
2019
Q1 		$17K Buy
521
+59
+13% +$1.83K ﹤0.01% 444
2018
Q4 		$11K Sell
462
-2
-0.4% -$57 ﹤0.01% 463
2018
Q3 		$16K Sell
464
-3
-0.6% -$105 ﹤0.01% 463
2018
Q2 		$16K Sell
467
-21
-4% -$679 ﹤0.01% 462
2018
Q1 		$15K Buy
+488
New +$15.5K ﹤0.01% 449

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's OMF Position: Q2 2024 in Review

Institutional & Family Asset Management increased its OneMain Financial (OMF) stake by 28% in Q2 2024, buying an estimated $4.77K and bringing the position to 441 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Institutional & Family Asset Management first reported a position in OMF in Q1 2018 and has held it in 26 quarters since. The position peaked at $92K in Q3 2021. 374 funds tracked by Wall St. Rank hold OMF as of Q2 2024.

  • Institutional & Family Asset Management held 441 shares of OneMain Financial worth $21.4K as of Q2 2024.
  • Institutional & Family Asset Management bought 97 OneMain Financial shares in Q2 2024, an estimated $4.77K.
  • OneMain Financial made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #330 holding.
  • Institutional & Family Asset Management first reported a position in OneMain Financial in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's OneMain Financial position peaked at $92K in Q3 2021.
  • 374 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.