UCFA
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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
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
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