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Synergy Asset Management’s OneMain Financial OMF Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-123
Closed -$5.79K – 593
2024
Q4 		$5.79K Buy
+123
New +$6.38K ﹤0.01% 548

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
ClearBridge Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Asset Management's OMF Position: Q1 2025 in Review

Synergy Asset Management sold out of OneMain Financial (OMF) in Q1 2025, closing a stake of 123 shares — an estimated $5.79K sold.

Synergy Asset Management first reported a position in OMF in Q4 2024 and held it in 1 quarter. The position peaked at $5.79K in Q4 2024. 412 funds tracked by Wall St. Rank hold OMF as of Q1 2025.

  • Synergy Asset Management reported no remaining OneMain Financial position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 123 OneMain Financial shares in Q1 2025, an estimated $5.79K.
  • Synergy Asset Management first reported a position in OneMain Financial in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's OneMain Financial position peaked at $5.79K in Q4 2024.
  • 412 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.