Summit Securities Group’s OneMain Financial OMF Stock Holding History

Summit Securities Group’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
2025 Q1	–	Sell	-2,400	Closed	-$125K	–	1014
2024 Q4	$125K	Buy	+2,400	New	+$124K	0.03%	217
2024 Q2	–	Sell	-120	Closed	-$6K	–	718
2024 Q1	$6K	Buy	+120	New	+$5.73K	﹤0.01%	367
2023 Q1	–	Sell	-1	Closed	–	–	1150
2022 Q4	$0	Buy	+1	New	+$35	﹤0.01%	1307
2016 Q1	–	Sell	-7,300	Closed	-$303K	–	282
2015 Q4	$303K	Buy	+7,300	New	+$335K	0.1%	146
2014 Q4	–	Sell	-2,342	Closed	-$75K	–	694
2014 Q3	$75K	Buy	+2,342	New	+$70.9K	0.02%	338

Other funds holding OMF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's OMF Position: Q1 2025 in Review

Summit Securities Group sold out of OneMain Financial (OMF) in Q1 2025, closing a stake of 2,400 shares — an estimated $125K sold.

Summit Securities Group first reported a position in OMF in Q3 2014 and held it in 5 quarters. The position peaked at $303K in Q4 2015. 412 funds tracked by Wall St. Rank hold OMF as of Q1 2025.

Summit Securities Group reported no remaining OneMain Financial position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 2,400 OneMain Financial shares in Q1 2025, an estimated $125K.
Summit Securities Group first reported a position in OneMain Financial in Q3 2014 and held it in 5 quarters.
Summit Securities Group's OneMain Financial position peaked at $303K in Q4 2015.
412 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.