Whipplewood Advisors’s OneMain Financial OMF Stock Holding History

Whipplewood 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	–	Sell	-4	Closed	-$214	–	928
2026 Q1	$214	Buy	+4	New	+$237	﹤0.01%	1031
2025 Q3	–	Sell	-4	Closed	-$228	–	909
2025 Q2	$228	Sell	4 -2,145	-100%	-$107K	﹤0.01%	1171
2025 Q1	$196	Buy	2,149 +2,145	+53,625%	+$114K	﹤0.01%	1185
2024 Q4	$209	Buy	+4	New	+$207	﹤0.01%	1163

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

Whipplewood Advisors's OMF Position: Q2 2026 in Review

Whipplewood Advisors sold out of OneMain Financial (OMF) in Q2 2026, closing a stake of 4 shares — an estimated $214 sold.

Whipplewood Advisors first reported a position in OMF in Q4 2024 and held it in 4 quarters. The position peaked at $228 in Q2 2025. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

Whipplewood Advisors reported no remaining OneMain Financial position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 4 OneMain Financial shares in Q2 2026, an estimated $214.
Whipplewood Advisors first reported a position in OneMain Financial in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's OneMain Financial position peaked at $228 in Q2 2025.
525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.