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BankPlus Trust Department’s Omnicom Group OMC Stock Holding History

BankPlus Trust Department’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
2025
Q2 		– Sell
-25
Closed -$2.07K – 472
2025
Q1 		$2.07K Hold
25
– – ﹤0.01% 436
2024
Q4 		$2.15K Buy
+25
New +$2.48K ﹤0.01% 406

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BankPlus Trust Department's OMC Position: Q2 2025 in Review

BankPlus Trust Department sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 25 shares — an estimated $2.07K sold.

BankPlus Trust Department first reported a position in OMC in Q4 2024 and held it in 2 quarters. The position peaked at $2.15K in Q4 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • BankPlus Trust Department reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
  • BankPlus Trust Department sold 25 Omnicom Group shares in Q2 2025, an estimated $2.07K.
  • BankPlus Trust Department first reported a position in Omnicom Group in Q4 2024 and held it in 2 quarters.
  • BankPlus Trust Department's Omnicom Group position peaked at $2.15K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.