SWM
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SHP Wealth Management’s OneMain Financial OMF Stock Holding History

SHP 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 		$7.01K Buy
115
+100
+667% +$5.63K ﹤0.01% 1074
2026
Q1 		$802 Buy
15
+10
+200% +$593 ﹤0.01% 1513
2025
Q4 		$338 Buy
+5
New +$304 ﹤0.01% 1413

Other funds holding OMF

BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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

SHP Wealth Management's OMF Position: Q2 2026 in Review

SHP Wealth Management increased its OneMain Financial (OMF) stake by 667% in Q2 2026, buying an estimated $5.63K and bringing the position to 115 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

SHP Wealth Management first reported a position in OMF in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • SHP Wealth Management held 115 shares of OneMain Financial worth $7.01K as of Q2 2026.
  • SHP Wealth Management bought 100 OneMain Financial shares in Q2 2026, an estimated $5.63K.
  • OneMain Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1074 holding.
  • SHP Wealth Management first reported a position in OneMain Financial in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.