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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

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Capital International Investors
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

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. 526 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.
  • 526 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.