James T. Borello RIA
OMF icon

James T. Borello RIA’s OneMain Financial OMF Stock Holding History

James T. Borello RIA’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
Q3 		$6.31K Sell
114
-6
-5% -$370 ﹤0.01% 722
2026
Q2 		$7.32K Sell
120
-273
-69% -$15.4K ﹤0.01% 683
2026
Q1 		$21K Buy
393
+376
+2,212% +$22.3K 0.01% 365
2025
Q4 		$1.15K Sell
17
-12
-41% -$730 ﹤0.01% 859
2025
Q3 		$1.64K Buy
+29
New +$1.71K ﹤0.01% 756

Other funds holding OMF

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return

James T. Borello RIA's OMF Position: Q3 2026 in Review

James T. Borello RIA reduced its OneMain Financial (OMF) stake by 5% in Q3 2026, selling an estimated $370 and leaving 114 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

James T. Borello RIA first reported a position in OMF in Q3 2025 and has held it in 5 quarters since. The position peaked at $21K in Q1 2026. 99 funds tracked by Wall St. Rank hold OMF as of Q3 2026.

  • James T. Borello RIA held 114 shares of OneMain Financial worth $6.31K as of Q3 2026.
  • James T. Borello RIA sold 6 OneMain Financial shares in Q3 2026, an estimated $370.
  • OneMain Financial made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #722 holding.
  • James T. Borello RIA first reported a position in OneMain Financial in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's OneMain Financial position peaked at $21K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held OneMain Financial as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.