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Whittier Trust’s OneMain Financial OMF Stock Holding History

Whittier Trust’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
-70
Closed -$3.85K – 1394
2026
Q1 		$3.85K Sell
70
-740
-91% -$43.9K ﹤0.01% 1235
2025
Q4 		$57.8K Buy
+810
New +$49.3K ﹤0.01% 838
2025
Q1 		– Sell
-155
Closed -$8.08K – 1553
2024
Q4 		$8.08K Sell
155
-155
-50% -$8.04K ﹤0.01% 1284
2024
Q3 		$14.6K Hold
310
– – ﹤0.01% 1192
2024
Q2 		$15K Buy
+310
New +$15.2K ﹤0.01% 1162

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

Whittier Trust's OMF Position: Q2 2026 in Review

Whittier Trust sold out of OneMain Financial (OMF) in Q2 2026, closing a stake of 70 shares — an estimated $3.85K sold.

Whittier Trust first reported a position in OMF in Q2 2024 and held it in 5 quarters. The position peaked at $57.8K in Q4 2025. 526 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • Whittier Trust reported no remaining OneMain Financial position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 70 OneMain Financial shares in Q2 2026, an estimated $3.85K.
  • Whittier Trust first reported a position in OneMain Financial in Q2 2024 and held it in 5 quarters.
  • Whittier Trust's OneMain Financial position peaked at $57.8K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.