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Root Financial Partners’s OneMain Financial OMF Stock Holding History

Root Financial Partners’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 		– Sell
-1,222
Closed -$65.4K – 2294
2026
Q1 		$65.4K Buy
1,222
+687
+128% +$40.8K ﹤0.01% 746
2025
Q4 		$36.1K Buy
535
+74
+16% +$4.5K ﹤0.01% 852
2025
Q3 		$26K Buy
+461
New +$27.2K ﹤0.01% 982

Other funds holding OMF

C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Root Financial Partners's OMF Position: Q2 2026 in Review

Root Financial Partners sold out of OneMain Financial (OMF) in Q2 2026, closing a stake of 1,222 shares — an estimated $65.4K sold.

Root Financial Partners first reported a position in OMF in Q3 2025 and held it in 3 quarters. The position peaked at $65.4K in Q1 2026. 147 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Root Financial Partners reported no remaining OneMain Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,222 OneMain Financial shares in Q2 2026, an estimated $65.4K.
  • Root Financial Partners first reported a position in OneMain Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's OneMain Financial position peaked at $65.4K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.