Robertson Stephens Wealth Management, LLC
Position in OMF — OneMain Holdings, Inc.
CIK 1767307
San Francisco, CA
Position in OMF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,723,012
+$1,348,582 QoQ
Shares Held
28,260
+303.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#165
of 519 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OMF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $26,721,386 across 6 Credit Services names. OMF ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,755 | $10,551,732 | |
| 2 | AXP |
American Express Co
|
25,741 | $8,706,893 | |
| 3 | COF |
Capital One Financial Corp
|
18,740 | $3,759,618 | |
| 4 | OMF |
OneMain Holdings, Inc.
This page
|
28,260 | $1,723,012 | |
| 5 | MA |
Mastercard Inc
|
3,261 | $1,674,849 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,070 | $305,282 |
All Filings in OMF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,012 | 28,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $374,430 | 7,000 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $454,898 | 8,057 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $880,137 | 15,441 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,932,959 | 39,545 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,672,382 | 32,081 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,339,188 | 28,451 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,384,244 | 28,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,462,553 | 28,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,054,060 | 21,424 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $855,360 | 21,336 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||