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Pinnacle Wealth Planning Services’s OneMain Financial OMF Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.7K Buy
274
+19
+7% +$1.07K ﹤0.01% 1856
2026
Q1 		$13.6K Buy
255
+111
+77% +$6.59K ﹤0.01% 1883
2025
Q4 		$9.73K Buy
+144
New +$8.76K ﹤0.01% 2022
2021
Q1 		– Sell
-1,467
Closed -$71K – 1447
2020
Q4 		$71K Buy
+1,467
New +$57.9K 0.02% 631

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

Pinnacle Wealth Planning Services's OMF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its OneMain Financial (OMF) stake by 7.5% in Q2 2026, buying an estimated $1.07K and bringing the position to 274 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Pinnacle Wealth Planning Services first reported a position in OMF in Q4 2020 and has held it in 4 quarters since. The position peaked at $71K in Q4 2020. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 274 shares of OneMain Financial worth $16.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 19 OneMain Financial shares in Q2 2026, an estimated $1.07K.
  • OneMain Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1856 holding.
  • Pinnacle Wealth Planning Services first reported a position in OneMain Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's OneMain Financial position peaked at $71K in Q4 2020.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.