United Capital Financial Advisors’s OneMain Financial OMF Stock Holding History

United Capital Financial 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 Q2	$209K	Sell	3,435 -1,322	-28%	-$74.5K	﹤0.01%	1536
2026 Q1	$254K	Sell	4,757 -303	-6%	-$18K	﹤0.01%	1439
2025 Q4	$342K	Buy	5,060 +1,310	+35%	+$79.7K	﹤0.01%	1115
2025 Q3	$212K	Buy	+3,750	New	+$221K	﹤0.01%	1140
2020 Q2	–	Sell	-111,873	Closed	-$2.14M	–	1235
2020 Q1	$2.14M	Sell	111,873 -43,073	-28%	-$1.6M	0.02%	476
2019 Q4	$6.53M	Buy	154,946 +46,148	+42%	+$1.87M	0.04%	372
2019 Q3	$3.99M	Buy	+108,798	New	+$4.04M	0.03%	457

Other funds holding OMF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

United Capital Financial Advisors's OMF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its OneMain Financial (OMF) stake by 28% in Q2 2026, selling an estimated $74.5K and leaving 3,435 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

United Capital Financial Advisors first reported a position in OMF in Q3 2019 and has held it in 7 quarters since. The position peaked at $6.53M in Q4 2019. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

United Capital Financial Advisors held 3,435 shares of OneMain Financial worth $209K as of Q2 2026.
United Capital Financial Advisors sold 1,322 OneMain Financial shares in Q2 2026, an estimated $74.5K.
OneMain Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1536 holding.
United Capital Financial Advisors first reported a position in OneMain Financial in Q3 2019 and has held it in 7 quarters since.
United Capital Financial Advisors's OneMain Financial position peaked at $6.53M in Q4 2019.
526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.