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Outlook Wealth Advisors’s OneMain Financial OMF Stock Holding History

Outlook Wealth 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 		$284K Buy
4,657
+2
+0% +$113 0.06% 264
2026
Q1 		$249K Buy
4,655
+45
+1% +$2.67K 0.06% 280
2025
Q4 		$311K Buy
4,610
+38
+0.8% +$2.31K 0.07% 235
2025
Q3 		$258K Buy
+4,572
New +$270K 0.06% 264

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

Outlook Wealth Advisors's OMF Position: Q2 2026 in Review

Outlook Wealth Advisors increased its OneMain Financial (OMF) stake by 0.04% in Q2 2026, buying an estimated $113 and bringing the position to 4,657 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #264.

Outlook Wealth Advisors first reported a position in OMF in Q3 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Outlook Wealth Advisors held 4,657 shares of OneMain Financial worth $284K as of Q2 2026.
  • Outlook Wealth Advisors bought 2 OneMain Financial shares in Q2 2026, an estimated $113.
  • OneMain Financial made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • Outlook Wealth Advisors first reported a position in OneMain Financial in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's OneMain Financial position peaked at $311K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.