JWM
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JPL Wealth Management’s OneMain Financial OMF Stock Holding History

JPL Wealth 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
2026
Q1 		$6.69K Buy
+125
New +$7.42K ﹤0.01% 621
2025
Q4 		– Sell
-108
Closed -$6.1K – 804
2025
Q3 		$6.1K Buy
+108
New +$6.37K ﹤0.01% 629

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

JPL Wealth Management's OMF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in OneMain Financial (OMF) in Q1 2026: 125 shares worth $6.69K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in OMF as recently as Q3 2025.

JPL Wealth Management first reported a position in OMF in Q3 2025 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • JPL Wealth Management held 125 shares of OneMain Financial worth $6.69K as of Q1 2026.
  • OneMain Financial was a new JPL Wealth Management position in Q1 2026.
  • OneMain Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #621 holding.
  • JPL Wealth Management first reported a position in OneMain Financial in Q3 2025 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.