Peak Financial Advisors’s OneMain Financial OMF Stock Holding History

Peak Financial 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	$560K	Buy	9,185 +104	+1%	+$5.86K	0.23%	55
2026 Q1	$486K	Buy	9,081 +97	+1%	+$5.76K	0.22%	56
2025 Q4	$607K	Sell	8,984 -293	-3%	-$17.8K	0.27%	59
2025 Q3	$524K	Sell	9,277 -463	-5%	-$27.3K	0.25%	68
2025 Q2	$555K	Sell	9,740 -25	-0.3%	-$1.25K	0.28%	47
2025 Q1	$477K	Buy	9,765 +177	+2%	+$9.39K	0.24%	60
2024 Q4	$500K	Buy	9,588 +310	+3%	+$16.1K	0.26%	56
2024 Q3	$437K	Buy	9,278 +648	+8%	+$31.1K	0.22%	64
2024 Q2	$418K	Buy	8,630 +1,979	+30%	+$97.3K	0.24%	58
2024 Q1	$340K	Buy	+6,651	New	+$318K	0.21%	61

Other funds holding OMF

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Peak Financial Advisors's OMF Position: Q2 2026 in Review

Peak Financial Advisors increased its OneMain Financial (OMF) stake by 1.1% in Q2 2026, buying an estimated $5.86K and bringing the position to 9,185 shares worth $560K. The position accounts for 0.23% of the portfolio, ranked #55.

Peak Financial Advisors first reported a position in OMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $607K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Peak Financial Advisors held 9,185 shares of OneMain Financial worth $560K as of Q2 2026.
Peak Financial Advisors bought 104 OneMain Financial shares in Q2 2026, an estimated $5.86K.
OneMain Financial made up 0.23% of Peak Financial Advisors's portfolio in Q2 2026, its #55 holding.
Peak Financial Advisors first reported a position in OneMain Financial in Q1 2024 and has held it in 10 quarters since.
Peak Financial Advisors's OneMain Financial position peaked at $607K in Q4 2025.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.