JWA
OMF icon

JFS Wealth Advisors’s OneMain Financial OMF Stock Holding History

JFS Wealth Advisors’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 		$10.5K Buy
172
+5
+3% +$282 ﹤0.01% 990
2026
Q1 		$8.93K Buy
167
+6
+4% +$356 ﹤0.01% 994
2025
Q4 		$10.9K Buy
161
+46
+40% +$2.8K ﹤0.01% 946
2025
Q3 		$6.49K Hold
115
– – ﹤0.01% 1026
2025
Q2 		$6.55K Sell
115
-8
-7% -$399 ﹤0.01% 989
2025
Q1 		$6.01K Buy
123
+8
+7% +$424 ﹤0.01% 1046
2024
Q4 		$6K Hold
115
– – ﹤0.01% 1060
2024
Q3 		$5.41K Buy
115
+4
+4% +$192 ﹤0.01% 1089
2024
Q2 		$5.38K Hold
111
– – ﹤0.01% 1036
2024
Q1 		$5.67K Hold
111
– – ﹤0.01% 1055
2023
Q4 		$5.46K Sell
111
-23
-17% -$938 ﹤0.01% 1019
2023
Q3 		$5.37K Buy
134
+25
+23% +$1.07K ﹤0.01% 966
2023
Q2 		$4.76K Buy
109
+12
+12% +$468 ﹤0.01% 1025
2023
Q1 		$3.6K Sell
97
-10
-9% -$402 ﹤0.01% 1123
2022
Q4 		$3.56K Sell
107
-101
-49% -$3.58K ﹤0.01% 1130
2022
Q3 		$6K Sell
208
-419
-67% -$15.4K ﹤0.01% 935
2022
Q2 		$23K Sell
627
-84
-12% -$3.63K ﹤0.01% 563
2022
Q1 		$34K Buy
711
+59
+9% +$2.94K ﹤0.01% 498
2021
Q4 		$33K Buy
652
+148
+29% +$7.83K ﹤0.01% 487
2021
Q3 		$28K Hold
504
– – ﹤0.01% 494
2021
Q2 		$30K Buy
504
+89
+21% +$5.04K ﹤0.01% 327
2021
Q1 		$22K Buy
+415
New +$21.4K ﹤0.01% 326

Other funds holding OMF

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return