Principal Securities’s OneMain Financial OMF Stock Holding History

Principal Securities’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	$360K	Buy	+5,897	New	+$332K	﹤0.01%	1247
2025 Q4	–	Sell	-2,541	Closed	-$143K	–	2823
2025 Q3	$143K	Buy	2,541 +188	+8%	+$11.1K	﹤0.01%	1429
2025 Q2	$134K	Buy	2,353 +678	+40%	+$33.8K	﹤0.01%	1411
2025 Q1	$87.3K	Hold	1,675	–	–	﹤0.01%	1494
2024 Q4	$87.3K	Buy	1,675 +374	+29%	+$19.4K	﹤0.01%	1492
2024 Q3	$61.2K	Buy	1,301 +524	+67%	+$25.2K	﹤0.01%	1604
2024 Q2	$37.7K	Buy	777 +224	+41%	+$11K	﹤0.01%	1752
2024 Q1	$28.3K	Buy	553 +145	+36%	+$6.93K	﹤0.01%	1832
2023 Q4	$20.1K	Buy	+408	New	+$16.6K	﹤0.01%	1919

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

Principal Securities's OMF Position: Q2 2026 in Review

Principal Securities opened a new position in OneMain Financial (OMF) in Q2 2026: 5,897 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Principal Securities previously reported a position in OMF as recently as Q3 2025.

Principal Securities first reported a position in OMF in Q4 2023 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Principal Securities held 5,897 shares of OneMain Financial worth $360K as of Q2 2026.
OneMain Financial was a new Principal Securities position in Q2 2026.
OneMain Financial made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1247 holding.
Principal Securities first reported a position in OneMain Financial in Q4 2023 and has held it in 9 quarters since.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.