PP
OMF icon

PDS Planning’s OneMain Financial OMF Stock Holding History

PDS Planning’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 		$240K Sell
3,941
-4
-0.1% -$225 0.01% 508
2026
Q1 		$211K Buy
3,945
+4
+0.1% +$237 0.01% 507
2025
Q4 		$266K Hold
3,941
– – 0.02% 420
2025
Q3 		$223K Hold
3,941
– – 0.02% 467
2025
Q2 		$225K Sell
3,941
-353
-8% -$17.6K 0.02% 447
2025
Q1 		$210K Hold
4,294
– – 0.02% 423
2024
Q4 		$224K Buy
+4,294
New +$223K 0.02% 374

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

PDS Planning's OMF Position: Q2 2026 in Review

PDS Planning reduced its OneMain Financial (OMF) stake by 0.1% in Q2 2026, selling an estimated $225 and leaving 3,941 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #508.

PDS Planning first reported a position in OMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • PDS Planning held 3,941 shares of OneMain Financial worth $240K as of Q2 2026.
  • PDS Planning sold 4 OneMain Financial shares in Q2 2026, an estimated $225.
  • OneMain Financial made up 0.01% of PDS Planning's portfolio in Q2 2026, its #508 holding.
  • PDS Planning first reported a position in OneMain Financial in Q4 2024 and has held it in 7 quarters since.
  • PDS Planning's OneMain Financial position peaked at $266K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.