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Integrated Wealth Concepts’s OneMain Financial OMF Stock Holding History

Integrated Wealth Concepts’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
Q1 		$813K Buy
15,198
+4,846
+47% +$288K 0.01% 1241
2025
Q4 		$699K Sell
10,352
-961
-8% -$58.4K 0.01% 936
2025
Q3 		$639K Buy
+11,313
New +$668K 0.01% 1217
2024
Q2 		– Sell
-5,953
Closed -$304K – 1693
2024
Q1 		$304K Sell
5,953
-311
-5% -$14.9K ﹤0.01% 1313
2023
Q4 		$308K Buy
6,264
+51
+0.8% +$2.08K 0.01% 1255
2023
Q3 		$249K Sell
6,213
-400
-6% -$17.1K ﹤0.01% 1321
2023
Q2 		$289K Buy
+6,613
New +$258K 0.01% 1242
2022
Q3 		– Sell
-9,521
Closed -$356K – 995
2022
Q2 		$356K Buy
9,521
+1,214
+15% +$52.4K 0.01% 705
2022
Q1 		$394K Buy
8,307
+2,911
+54% +$145K 0.01% 650
2021
Q4 		$270K Buy
5,396
+1,004
+23% +$53.1K 0.01% 825
2021
Q3 		$243K Sell
4,392
-738
-14% -$42.9K 0.01% 821
2021
Q2 		$307K Buy
+5,130
New +$290K 0.01% 651

Other funds holding OMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Integrated Wealth Concepts's OMF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its OneMain Financial (OMF) stake by 47% in Q1 2026, buying an estimated $288K and bringing the position to 15,198 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1241.

Integrated Wealth Concepts first reported a position in OMF in Q2 2021 and has held it in 12 quarters since. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Integrated Wealth Concepts held 15,198 shares of OneMain Financial worth $813K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,846 OneMain Financial shares in Q1 2026, an estimated $288K.
  • OneMain Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1241 holding.
  • Integrated Wealth Concepts first reported a position in OneMain Financial in Q2 2021 and has held it in 12 quarters since.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.