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
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 $4.04B AUM 1.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SHP Wealth Management's OMF Position: Q1 2026 in Review

SHP Wealth Management increased its OneMain Financial (OMF) stake by 200% in Q1 2026, buying an estimated $593 and bringing the position to 15 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

SHP Wealth Management first reported a position in OMF in Q4 2025 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • SHP Wealth Management held 15 shares of OneMain Financial worth $802 as of Q1 2026.
  • SHP Wealth Management bought 10 OneMain Financial shares in Q1 2026, an estimated $593.
  • OneMain Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1513 holding.
  • SHP Wealth Management first reported a position in OneMain Financial in Q4 2025 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.