Marshall Financial Group (Maryland)’s OneMain Financial OMF Stock Holding History

Marshall Financial Group (Maryland)’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	$283K	Sell	4,645 -13,868	-75%	-$781K	0.04%	265
2026 Q1	$990K	Sell	18,513 -11	-0.1%	-$653	0.16%	116
2025 Q4	$1.25M	Buy	18,524 +125	+0.7%	+$7.6K	0.24%	87
2025 Q3	$1.04M	Buy	18,399 +711	+4%	+$42K	0.2%	125
2025 Q2	$1.05M	Buy	+17,688	New	+$882K	0.21%	113

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

Marshall Financial Group (Maryland)'s OMF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its OneMain Financial (OMF) stake by 75% in Q2 2026, selling an estimated $781K and leaving 4,645 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #265.

Marshall Financial Group (Maryland) first reported a position in OMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Marshall Financial Group (Maryland) held 4,645 shares of OneMain Financial worth $283K as of Q2 2026.
Marshall Financial Group (Maryland) sold 13,868 OneMain Financial shares in Q2 2026, an estimated $781K.
OneMain Financial made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #265 holding.
Marshall Financial Group (Maryland) first reported a position in OneMain Financial in Q2 2025 and has held it in 5 quarters since.
Marshall Financial Group (Maryland)'s OneMain Financial position peaked at $1.25M in Q4 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.