RA
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Rise Advisors’s OneMain Financial OMF Stock Holding History

Rise 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
2025
Q4 		– Sell
-10
Closed -$565 – 1029
2025
Q3 		$565 Hold
10
– – ﹤0.01% 1385
2025
Q2 		$570 Buy
+10
New +$499 ﹤0.01% 1386
2023
Q2 		– Sell
-66
Closed -$2.46K – 764
2023
Q1 		$2.46K Buy
66
+1
+2% +$40 ﹤0.01% 546
2022
Q4 		$2.16K Buy
65
+2
+3% +$71 ﹤0.01% 555
2022
Q3 		$2K Buy
63
+1
+2% +$37 ﹤0.01% 562
2022
Q2 		$2K Buy
62
+2
+3% +$86 ﹤0.01% 574
2022
Q1 		$3K Buy
60
+1
+2% +$50 ﹤0.01% 497
2021
Q4 		$2.97K Buy
+59
New +$3.12K ﹤0.01% 476

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return