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Berger Financial Group’s Omnicom Group OMC Stock Holding History

Berger 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
2026
Q1 		– Sell
-68,906
Closed -$5.56M – 495
2025
Q4 		$5.56M Buy
+68,906
New +$5.26M 0.32% 70
2021
Q1 		– Sell
-61,172
Closed -$3.81M – 221
2020
Q4 		$3.81M Buy
+61,172
New +$3.5M 0.67% 57

Other funds holding OMC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's OMC Position: Q1 2026 in Review

Berger Financial Group sold out of Omnicom Group (OMC) in Q1 2026, closing a stake of 68,906 shares — an estimated $5.56M sold.

Berger Financial Group first reported a position in OMC in Q4 2020 and held it in 2 quarters. The position peaked at $5.56M in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Berger Financial Group reported no remaining Omnicom Group position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 68,906 Omnicom Group shares in Q1 2026, an estimated $5.56M.
  • Berger Financial Group first reported a position in Omnicom Group in Q4 2020 and held it in 2 quarters.
  • Berger Financial Group's Omnicom Group position peaked at $5.56M in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.