Position in OMF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$384,659
+$69,871 QoQ
Shares Held
6,309
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#295
of 519 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. OMF ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
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|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
10,531 | $188,820 |
All Filings in OMF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,659 | 6,309 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $314,788 | 5,885 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $391,992 | 5,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,460 | 7,819 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $447,051 | 7,843 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $275,037 | 5,276 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $311,038 | 6,608 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $284,878 | 5,875 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $276,958 | 5,421 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $239,997 | 4,878 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $217,327 | 5,421 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $211,153 | 4,833 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||