NEI
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Northwest & Ethical Investments’s OneMain Financial OMF Stock Holding History

Northwest & Ethical Investments’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
2025
Q1 		– Sell
-3,200
Closed -$167K – 512
2024
Q4 		$167K Buy
3,200
+900
+39% +$46.7K ﹤0.01% 414
2024
Q3 		$108K Buy
+2,300
New +$111K ﹤0.01% 455

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest & Ethical Investments's OMF Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of OneMain Financial (OMF) in Q1 2025, closing a stake of 3,200 shares — an estimated $167K sold.

Northwest & Ethical Investments first reported a position in OMF in Q3 2024 and held it in 2 quarters. The position peaked at $167K in Q4 2024. 412 funds tracked by Wall St. Rank hold OMF as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining OneMain Financial position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,200 OneMain Financial shares in Q1 2025, an estimated $167K.
  • Northwest & Ethical Investments first reported a position in OneMain Financial in Q3 2024 and held it in 2 quarters.
  • Northwest & Ethical Investments's OneMain Financial position peaked at $167K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.