Orion Portfolio Solutions’s OneMain Financial OMF Stock Holding History

Orion Portfolio Solutions’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	$848K	Sell	17,343 -338	-2%	-$17.9K	0.01%	1171
2024 Q4	$922K	Buy	17,681 +7,060	+66%	+$366K	0.01%	1098
2024 Q3	$500K	Buy	10,621 +4,188	+65%	+$201K	0.01%	1339
2024 Q2	$312K	Buy	6,433 +345	+6%	+$17K	﹤0.01%	1453
2024 Q1	$311K	Sell	6,088 -848	-12%	-$40.5K	﹤0.01%	1447
2023 Q4	$342K	Buy	6,936 +614	+10%	+$25K	﹤0.01%	1355
2023 Q3	$253K	Sell	6,322 -4,531	-42%	-$194K	﹤0.01%	1463
2023 Q2	$474K	Sell	10,853 -5,328	-33%	-$208K	0.01%	1231
2023 Q1	$390K	Buy	16,181 +5,393	+50%	+$217K	﹤0.01%	1239
2022 Q4	$359K	Buy	+10,788	New	+$382K	0.01%	610
2020 Q3	–	Sell	-634	Closed	-$16K	–	1536
2020 Q2	$16K	Sell	634 -207	-25%	-$4.71K	﹤0.01%	1025
2020 Q1	$16K	Buy	841 +86	+11%	+$3.2K	﹤0.01%	912
2019 Q4	$32K	Buy	+755	New	+$30.5K	﹤0.01%	655

Other funds holding OMF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's OMF Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its OneMain Financial (OMF) stake by 1.9% in Q1 2025, selling an estimated $17.9K and leaving 17,343 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #1171.

Orion Portfolio Solutions first reported a position in OMF in Q4 2019 and has held it in 13 quarters since. The position peaked at $922K in Q4 2024. 412 funds tracked by Wall St. Rank hold OMF as of Q1 2025.

Orion Portfolio Solutions held 17,343 shares of OneMain Financial worth $848K as of Q1 2025.
Orion Portfolio Solutions sold 338 OneMain Financial shares in Q1 2025, an estimated $17.9K.
OneMain Financial made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1171 holding.
Orion Portfolio Solutions first reported a position in OneMain Financial in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's OneMain Financial position peaked at $922K in Q4 2024.
412 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.