MYIA
OMF icon

Mount Yale Investment Advisors’s OneMain Financial OMF Stock Holding History

Mount Yale Investment 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 		$227K Buy
+3,724
New +$210K ﹤0.01% 1097
2025
Q3 		– Sell
-3,906
Closed -$223K – 1299
2025
Q2 		$223K Buy
+3,906
New +$195K 0.02% 530

Other funds holding OMF

BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

Mount Yale Investment Advisors's OMF Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in OneMain Financial (OMF) in Q2 2026: 3,724 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in OMF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in OMF in Q2 2025 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Mount Yale Investment Advisors held 3,724 shares of OneMain Financial worth $227K as of Q2 2026.
  • OneMain Financial was a new Mount Yale Investment Advisors position in Q2 2026.
  • OneMain Financial made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1097 holding.
  • Mount Yale Investment Advisors first reported a position in OneMain Financial in Q2 2025 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.