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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
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 $5.72T AUM 30.48% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PDS Planning's OMF Position: Q1 2026 in Review

PDS Planning increased its OneMain Financial (OMF) stake by 0.1% in Q1 2026, buying an estimated $237 and bringing the position to 3,945 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #507.

PDS Planning first reported a position in OMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q4 2025. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • PDS Planning held 3,945 shares of OneMain Financial worth $211K as of Q1 2026.
  • PDS Planning bought 4 OneMain Financial shares in Q1 2026, an estimated $237.
  • OneMain Financial made up 0.01% of PDS Planning's portfolio in Q1 2026, its #507 holding.
  • PDS Planning first reported a position in OneMain Financial in Q4 2024 and has held it in 6 quarters since.
  • PDS Planning's OneMain Financial position peaked at $266K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.