WA
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Waverly Advisors’s OneMain Financial OMF Stock Holding History

Waverly 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 		$460K Buy
+7,550
New +$425K ﹤0.01% 1216

Other funds holding OMF

BlackRock
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

Waverly Advisors's OMF Position: Q2 2026 in Review

Waverly Advisors opened a new position in OneMain Financial (OMF) in Q2 2026: 7,550 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Waverly Advisors held 7,550 shares of OneMain Financial worth $460K as of Q2 2026.
  • OneMain Financial was a new Waverly Advisors position in Q2 2026.
  • OneMain Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1216 holding.
  • 525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.