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Beacon Financial Strategies’s Omnicom Group OMC Stock Holding History

Beacon Financial Strategies’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 		$802 Hold
11
– – ﹤0.01% 204
2026
Q1 		$829 Hold
11
– – ﹤0.01% 171
2025
Q4 		$889 Buy
+11
New +$840 ﹤0.01% 177

Other funds holding OMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Beacon Financial Strategies's OMC Position: Q2 2026 in Review

Beacon Financial Strategies held its Omnicom Group (OMC) position steady in Q2 2026 at 11 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Beacon Financial Strategies first reported a position in OMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $889 in Q4 2025. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Beacon Financial Strategies held 11 shares of Omnicom Group worth $802 as of Q2 2026.
  • Beacon Financial Strategies left its Omnicom Group share count unchanged in Q2 2026.
  • Omnicom Group made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #204 holding.
  • Beacon Financial Strategies first reported a position in Omnicom Group in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Omnicom Group position peaked at $889 in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.