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Summit Trail Advisors’s OneMain Financial OMF Stock Holding History

Summit Trail Advisors’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 		$1.52M Buy
28,483
+10,709
+60% +$635K 0.02% 716
2025
Q4 		$1.2M Sell
17,774
-4,136
-19% -$251K 0.02% 714
2025
Q3 		$1.24M Buy
21,910
+15,694
+252% +$926K 0.02% 713
2025
Q2 		$354K Buy
6,216
+937
+18% +$46.7K 0.01% 859
2025
Q1 		$258K Sell
5,279
-292
-5% -$15.5K 0.01% 344
2024
Q4 		$290K Sell
5,571
-727
-12% -$37.7K 0.01% 298
2024
Q3 		$296K Sell
6,298
-2,590
-29% -$124K 0.01% 550
2024
Q2 		$431K Buy
+8,888
New +$437K 0.01% 403
2018
Q1 		– Sell
-270
Closed -$9K – 1285
2017
Q4 		$9K Buy
+270
New +$7.46K ﹤0.01% 1249

Other funds holding OMF

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $761B 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