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Waypoint Wealth Counsel’s OneMain Financial OMF Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-3,408
Closed -$230K – 275
2025
Q4 		$230K Buy
+3,408
New +$207K 0.08% 242

Other funds holding OMF

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
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 $871B 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

Waypoint Wealth Counsel's OMF Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of OneMain Financial (OMF) in Q1 2026, closing a stake of 3,408 shares — an estimated $230K sold.

Waypoint Wealth Counsel first reported a position in OMF in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining OneMain Financial position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 3,408 OneMain Financial shares in Q1 2026, an estimated $230K.
  • Waypoint Wealth Counsel first reported a position in OneMain Financial in Q4 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's OneMain Financial position peaked at $230K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.