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B. Riley Wealth Advisors’s Omnicom Group OMC Stock Holding History

B. Riley Wealth Advisors’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,832
Closed -$213K – 990
2026
Q1 		$213K Sell
2,832
-1,418
-33% -$110K 0.01% 702
2025
Q4 		$343K Buy
4,250
+1,402
+49% +$107K 0.02% 659
2025
Q3 		$232K Sell
2,848
-188
-6% -$14.2K 0.01% 830
2025
Q2 		$218K Buy
+3,036
New +$224K 0.01% 853
2024
Q4 		$258K Sell
2,971
-214
-7% -$21.2K 0.01% 933
2024
Q3 		$327K Sell
3,185
-4,416
-58% -$424K 0.01% 913
2024
Q2 		$687K Buy
7,601
+1,459
+24% +$135K 0.02% 677
2024
Q1 		$462K Buy
6,142
+122
+2% +$10.9K 0.01% 830
2023
Q4 		$525K Sell
6,020
-122
-2% -$9.62K 0.01% 783
2023
Q3 		$462K Buy
6,142
+398
+7% +$32.8K 0.01% 830
2023
Q2 		$550K Buy
5,744
+609
+12% +$56.5K 0.01% 803
2023
Q1 		$488K Buy
5,135
+1,177
+30% +$104K 0.01% 811
2022
Q4 		$326K Sell
3,958
-759
-16% -$56.3K 0.01% 1002
2022
Q3 		$299K Buy
+4,717
New +$320K 0.01% 1000
2022
Q2 		– Sell
-2,508
Closed -$213K – 1345
2022
Q1 		$213K Buy
+2,508
New +$202K 0.01% 1183
2015
Q1 		– Sell
-145
Closed -$11 – 1526
2014
Q4 		$11 Buy
+145
New +$10.6K ﹤0.01% 2823
2014
Q3 		– Sell
-139
Closed -$9.9K – 1487
2014
Q2 		$9.9K Buy
+139
New +$9.68K ﹤0.01% 1790

Other funds holding OMC

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

B. Riley Wealth Advisors's OMC Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 2,832 shares — an estimated $213K sold.

B. Riley Wealth Advisors first reported a position in OMC in Q2 2014 and held it in 17 quarters. The position peaked at $687K in Q2 2024. 214 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,832 Omnicom Group shares in Q2 2026, an estimated $213K.
  • B. Riley Wealth Advisors first reported a position in Omnicom Group in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Omnicom Group position peaked at $687K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.