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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
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 $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

Pinnacle Wealth Planning Services's OMF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its OneMain Financial (OMF) stake by 77% in Q1 2026, buying an estimated $6.59K and bringing the position to 255 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Pinnacle Wealth Planning Services first reported a position in OMF in Q4 2020 and has held it in 3 quarters since. The position peaked at $71K in Q4 2020. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 255 shares of OneMain Financial worth $13.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 111 OneMain Financial shares in Q1 2026, an estimated $6.59K.
  • OneMain Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1883 holding.
  • Pinnacle Wealth Planning Services first reported a position in OneMain Financial in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's OneMain Financial position peaked at $71K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.