Bard Financial Services’s Omnicom Group OMC Stock Holding History

Bard Financial Services’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 Q3	$664K	Buy	+8,150	New	+$615K	0.07%	134
2024 Q3	–	Sell	-3,875	Closed	-$348K	–	226
2024 Q2	$348K	Hold	3,875	–	–	0.04%	174
2024 Q1	$375K	Sell	3,875 -300	-7%	-$26.9K	0.04%	178
2023 Q4	$361K	Hold	4,175	–	–	0.04%	174
2023 Q3	$311K	Sell	4,175 -4,660	-53%	-$384K	0.04%	176
2023 Q2	$841K	Sell	8,835 -600	-6%	-$55.7K	0.06%	176
2023 Q1	$890K	Sell	9,435 -4,000	-30%	-$354K	0.07%	177
2022 Q4	$1.1M	Sell	13,435 -3,850	-22%	-$286K	0.09%	155
2022 Q3	$1.1M	Buy	17,285 +3,400	+24%	+$231K	0.1%	146
2022 Q2	$883K	Buy	13,885 +2,050	+17%	+$152K	0.08%	161
2022 Q1	$1M	Sell	11,835 -1,450	-11%	-$117K	0.08%	157
2021 Q4	$973K	Buy	+13,285	New	+$945K	0.08%	154

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bard Financial Services's OMC Position: Q3 2025 in Review

Bard Financial Services opened a new position in Omnicom Group (OMC) in Q3 2025: 8,150 shares worth $664K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings. This is a return to the name: Bard Financial Services previously reported a position in OMC as recently as Q2 2024.

Bard Financial Services first reported a position in OMC in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2022. 942 funds tracked by Wall St. Rank hold OMC as of Q3 2025.

Bard Financial Services held 8,150 shares of Omnicom Group worth $664K as of Q3 2025.
Omnicom Group was a new Bard Financial Services position in Q3 2025.
Omnicom Group made up 0.07% of Bard Financial Services's portfolio in Q3 2025, its #134 holding.
Bard Financial Services first reported a position in Omnicom Group in Q4 2021 and has held it in 12 quarters since.
Bard Financial Services's Omnicom Group position peaked at $1.1M in Q3 2022.
942 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.