Patriot Financial Group Insurance Agency’s OneMain Financial OMF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-268	Closed	-$10K	–	1454
2022 Q2	$10K	Sell	268 -71	-21%	-$3.07K	﹤0.01%	1248
2022 Q1	$16K	Sell	339 -58	-15%	-$2.89K	﹤0.01%	1181
2021 Q4	$20K	Hold	397	–	–	﹤0.01%	1225
2021 Q3	$22K	Buy	397 +110	+38%	+$6.4K	﹤0.01%	1176
2021 Q2	$17K	Hold	287	–	–	﹤0.01%	1252
2021 Q1	$15K	Hold	287	–	–	﹤0.01%	1215
2020 Q4	$14K	Hold	287	–	–	﹤0.01%	1108
2020 Q3	$9K	Hold	287	–	–	﹤0.01%	1066
2020 Q2	$7K	Buy	287 +61	+27%	+$1.39K	﹤0.01%	1092
2020 Q1	$4K	Buy	+226	New	+$8.42K	﹤0.01%	1145

Other funds holding OMF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OMF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of OneMain Financial (OMF) in Q3 2022, closing a stake of 268 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in OMF in Q1 2020 and held it in 10 quarters. The position peaked at $22K in Q3 2021. 308 funds tracked by Wall St. Rank hold OMF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining OneMain Financial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 268 OneMain Financial shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in OneMain Financial in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's OneMain Financial position peaked at $22K in Q3 2021.
308 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.