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WR Wealth Planners’s OneMain Financial OMF Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.02K Buy
20
+1
+5% +$52 ﹤0.01% 930
2024
Q3 		$907 Hold
19
– – ﹤0.01% 980
2024
Q2 		$914 Buy
19
+1
+6% +$49 ﹤0.01% 966
2024
Q1 		$944 Buy
+18
New +$860 ﹤0.01% 974

Other funds holding OMF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WR Wealth Planners's OMF Position: Q4 2024 in Review

WR Wealth Planners increased its OneMain Financial (OMF) stake by 5.3% in Q4 2024, buying an estimated $52 and bringing the position to 20 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

WR Wealth Planners first reported a position in OMF in Q1 2024 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold OMF as of Q4 2024.

  • WR Wealth Planners held 20 shares of OneMain Financial worth $1.02K as of Q4 2024.
  • WR Wealth Planners bought 1 OneMain Financial share in Q4 2024, an estimated $52.
  • OneMain Financial made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #930 holding.
  • WR Wealth Planners first reported a position in OneMain Financial in Q1 2024 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.