BFG
OMC icon

Beacon Financial Group’s Omnicom Group OMC Stock Holding History

Beacon Financial Group’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
Q1 		– Sell
-9,436
Closed -$812K – 339
2024
Q4 		$812K Buy
9,436
+28
+0.3% +$2.78K 0.09% 177
2024
Q3 		$973K Buy
9,408
+36
+0.4% +$3.46K 0.11% 157
2024
Q2 		$841K Sell
9,372
-158
-2% -$14.7K 0.1% 171
2024
Q1 		$922K Sell
9,530
-168
-2% -$15.1K 0.11% 162
2023
Q4 		$839K Buy
9,698
+645
+7% +$50.9K 0.1% 161
2023
Q3 		$733K Sell
9,053
-136
-1% -$11.2K 0.1% 152
2023
Q2 		$865K Sell
9,189
-43
-0.5% -$3.99K 0.12% 141
2023
Q1 		$861K Sell
9,232
-8,557
-48% -$758K 0.12% 144
2022
Q4 		$1.45M Buy
17,789
+124
+0.7% +$9.21K 0.2% 116
2022
Q3 		$1.12M Sell
17,665
-1
-0% -$68 0.17% 122
2022
Q2 		$1.15M Sell
17,666
-23
-0.1% -$1.7K 0.17% 124
2022
Q1 		$1.53M Buy
17,689
+199
+1% +$16K 0.2% 116
2021
Q4 		$1.29M Buy
17,490
+100
+0.6% +$7.11K 0.17% 120
2021
Q3 		$1.28M Buy
17,390
+189
+1% +$14K 0.17% 113
2021
Q2 		$1.26M Buy
17,201
+1,000
+6% +$81.3K 0.18% 115
2021
Q1 		$1.02M Hold
16,201
– – 0.16% 125
2020
Q4 		$1.02M Sell
16,201
-620
-4% -$35.4K 0.16% 127
2020
Q3 		$833K Sell
16,821
-455
-3% -$24.4K 0.15% 128
2020
Q2 		$938K Buy
17,276
+99
+0.6% +$5.39K 0.18% 115
2020
Q1 		$943K Buy
17,177
+5,240
+44% +$372K 0.21% 107
2019
Q4 		$967K Sell
11,937
-39
-0.3% -$3.06K 0.12% 119
2019
Q3 		$931K Sell
11,976
-197
-2% -$15.6K 0.16% 113
2019
Q2 		$888K Hold
12,173
– – 0.15% 116
2019
Q1 		$888K Buy
12,173
+2,822
+30% +$212K 0.15% 113
2018
Q4 		$676K Sell
9,351
-154
-2% -$11.4K 0.13% 118
2018
Q3 		$647K Sell
9,505
-700
-7% -$49.1K 0.11% 124
2018
Q2 		$742K Hold
10,205
– – 0.13% 120
2018
Q1 		$742K Buy
+10,205
New +$765K 0.13% 122

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Beacon Financial Group's OMC Position: Q1 2025 in Review

Beacon Financial Group sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 9,436 shares — an estimated $812K sold.

Beacon Financial Group first reported a position in OMC in Q1 2018 and held it in 28 quarters. The position peaked at $1.53M in Q1 2022. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Beacon Financial Group reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Group sold 9,436 Omnicom Group shares in Q1 2025, an estimated $812K.
  • Beacon Financial Group first reported a position in Omnicom Group in Q1 2018 and held it in 28 quarters.
  • Beacon Financial Group's Omnicom Group position peaked at $1.53M in Q1 2022.
  • 982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Beacon Financial Group's 13F filing for Q1 2025, filed 10 Apr 2025.