Robertson Stephens Wealth Management’s OneMain Financial OMF Stock Holding History

Robertson Stephens Wealth Management’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	$1.72M	Buy	28,260 +21,260	+304%	+$1.2M	0.04%	228
2026 Q1	$374K	Buy	+7,000	New	+$415K	0.01%	464
2025 Q4	–	Sell	-8,057	Closed	-$455K	–	668
2025 Q3	$455K	Sell	8,057 -7,384	-48%	-$436K	0.01%	372
2025 Q2	$880K	Sell	15,441 -24,104	-61%	-$1.2M	0.03%	282
2025 Q1	$1.93M	Buy	39,545 +7,464	+23%	+$396K	0.07%	193
2024 Q4	$1.67M	Buy	32,081 +3,630	+13%	+$188K	0.06%	212
2024 Q3	$1.34M	Sell	28,451 -96	-0.3%	-$4.61K	0.05%	248
2024 Q2	$1.38M	Sell	28,547 -80	-0.3%	-$3.93K	0.07%	184
2024 Q1	$1.46M	Buy	28,627 +7,203	+34%	+$344K	0.08%	184
2023 Q4	$1.05M	Buy	21,424 +88	+0.4%	+$3.59K	0.06%	217
2023 Q3	$855K	Buy	+21,336	New	+$911K	0.06%	228

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

Robertson Stephens Wealth Management's OMF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its OneMain Financial (OMF) stake by 304% in Q2 2026, buying an estimated $1.2M and bringing the position to 28,260 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #228.

Robertson Stephens Wealth Management first reported a position in OMF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Robertson Stephens Wealth Management held 28,260 shares of OneMain Financial worth $1.72M as of Q2 2026.
Robertson Stephens Wealth Management bought 21,260 OneMain Financial shares in Q2 2026, an estimated $1.2M.
OneMain Financial made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #228 holding.
Robertson Stephens Wealth Management first reported a position in OneMain Financial in Q3 2023 and has held it in 11 quarters since.
Robertson Stephens Wealth Management's OneMain Financial position peaked at $1.93M in Q1 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.