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SVB Wealth’s OneMain Financial OMF Stock Holding History

SVB Wealth’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
Q2 		– Sell
-693
Closed -$33.9K – 1253
2025
Q1 		$33.9K Buy
+693
New +$36.8K ﹤0.01% 631
2021
Q4 		– Sell
-16,165
Closed -$895K – 914
2021
Q3 		$895K Buy
16,165
+3,982
+33% +$232K 0.01% 422
2021
Q2 		$730K Buy
12,183
+2,278
+23% +$129K 0.01% 468
2021
Q1 		$532K Buy
+9,905
New +$511K 0.01% 505

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's OMF Position: Q2 2025 in Review

SVB Wealth sold out of OneMain Financial (OMF) in Q2 2025, closing a stake of 693 shares — an estimated $33.9K sold.

SVB Wealth first reported a position in OMF in Q1 2021 and held it in 4 quarters. The position peaked at $895K in Q3 2021. 446 funds tracked by Wall St. Rank hold OMF as of Q2 2025.

  • SVB Wealth reported no remaining OneMain Financial position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 693 OneMain Financial shares in Q2 2025, an estimated $33.9K.
  • SVB Wealth first reported a position in OneMain Financial in Q1 2021 and held it in 4 quarters.
  • SVB Wealth's OneMain Financial position peaked at $895K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.