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

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

JFS Wealth Advisors's OMF Position: Q2 2026 in Review

JFS Wealth Advisors increased its OneMain Financial (OMF) stake by 3% in Q2 2026, buying an estimated $282 and bringing the position to 172 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

JFS Wealth Advisors first reported a position in OMF in Q1 2021 and has held it in 22 quarters since. The position peaked at $34K in Q1 2022. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

JFS Wealth Advisors held 172 shares of OneMain Financial worth $10.5K as of Q2 2026.
JFS Wealth Advisors bought 5 OneMain Financial shares in Q2 2026, an estimated $282.
OneMain Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #990 holding.
JFS Wealth Advisors first reported a position in OneMain Financial in Q1 2021 and has held it in 22 quarters since.
JFS Wealth Advisors's OneMain Financial position peaked at $34K in Q1 2022.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.