Root Financial Partners
OMF icon

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
Q3 		$134K Buy
+2,419
New +$149K ﹤0.01% 597
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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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Root Financial Partners's OMF Position: Q3 2026 in Review

Root Financial Partners opened a new position in OneMain Financial (OMF) in Q3 2026: 2,419 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OMF as recently as Q1 2026.

Root Financial Partners first reported a position in OMF in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • Root Financial Partners held 2,419 shares of OneMain Financial worth $134K as of Q3 2026.
  • OneMain Financial was a new Root Financial Partners position in Q3 2026.
  • OneMain Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #597 holding.
  • Root Financial Partners first reported a position in OneMain Financial in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.