BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s OneMain Financial OMF Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$952	Buy	16 +1	+7%	+$56	﹤0.01%	2213
2026 Q1	$824	Sell	15 -6	-29%	-$356	﹤0.01%	2272
2025 Q4	$1.43K	Sell	21 -2	-9%	-$122	﹤0.01%	2220
2025 Q3	$1.3K	Buy	23 +13	+130%	+$767	﹤0.01%	2165
2025 Q2	$570	Buy	10 +6	+150%	+$299	﹤0.01%	2233
2025 Q1	$196	Buy	+4	New	+$212	﹤0.01%	2209

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 $551B AUM 33.95% 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

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s OMF Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its OneMain Financial (OMF) stake by 6.7% in Q2 2026, buying an estimated $56 and bringing the position to 16 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in OMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43K in Q4 2025. 529 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 16 shares of OneMain Financial worth $952 as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 1 OneMain Financial share in Q2 2026, an estimated $56.
OneMain Financial made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2213 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in OneMain Financial in Q1 2025 and has held it in 6 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s OneMain Financial position peaked at $1.43K in Q4 2025.
529 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.