PDS Planning, Inc

Position in OMF — OneMain Holdings, Inc.

CIK 838618 DUBLIN, OH

Position in OMF

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$240,282

+$29,264 QoQ

Shares Held

3,941

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#350

of 519 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $9,868,301 across 6 Credit Services names. OMF ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,513	$4,293,085
2	MA	Mastercard Inc	6,236	$3,202,809
3	AXP	American Express Co	3,251	$1,099,650
4	COF	Capital One Financial Corp	3,886	$779,609
5	SYF	Synchrony Financial	3,325	$252,866
6	OMF	OneMain Holdings, Inc. This page	3,941	$240,282

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,282	3,941	-0.1%	Shares	Sole	2026-08-05
2026-03-31	$211,018	3,945	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$266,214	3,941	0.0%	Shares	Sole	2026-01-26
2025-09-30	$222,508	3,941	0.0%	Shares	Sole	2025-10-21
2025-06-30	$224,637	3,941	-8.2%	Shares	Sole	2025-07-24
2025-03-31	$209,890	4,294	0.0%	Shares	Sole	2025-04-24
2024-12-31	$223,846	4,294	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.