Principia Wealth Advisory’s OneMain Financial OMF Stock Holding History

Principia Wealth Advisory’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	$1.77K	Sell	29 -2	-6%	-$113	﹤0.01%	620
2026 Q1	$1.66K	Buy	31 +2	+7%	+$119	﹤0.01%	565
2025 Q4	$1.96K	Hold	29	–	–	﹤0.01%	475
2025 Q3	$1.64K	Buy	29 +2	+7%	+$118	﹤0.01%	481
2025 Q2	$1.54K	Buy	27 +20	+286%	+$997	﹤0.01%	447
2025 Q1	$320	Buy	+7	New	+$371	﹤0.01%	685

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

Principia Wealth Advisory's OMF Position: Q2 2026 in Review

Principia Wealth Advisory reduced its OneMain Financial (OMF) stake by 6.5% in Q2 2026, selling an estimated $113 and leaving 29 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Principia Wealth Advisory first reported a position in OMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.96K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Principia Wealth Advisory held 29 shares of OneMain Financial worth $1.77K as of Q2 2026.
Principia Wealth Advisory sold 2 OneMain Financial shares in Q2 2026, an estimated $113.
OneMain Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #620 holding.
Principia Wealth Advisory first reported a position in OneMain Financial in Q1 2025 and has held it in 6 quarters since.
Principia Wealth Advisory's OneMain Financial position peaked at $1.96K in Q4 2025.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.