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Capital Performance Advisors’s Omnicom Group OMC Stock Holding History

Capital Performance Advisors’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 		– Sell
-4,191
Closed -$316K – 444
2026
Q1 		$316K Buy
+4,191
New +$325K 0.02% 316
2024
Q4 		– Sell
-35
Closed -$3.62K – 1879
2024
Q3 		$3.62K Buy
+35
New +$3.36K ﹤0.01% 1264

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

Capital Performance Advisors's OMC Position: Q2 2026 in Review

Capital Performance Advisors sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 4,191 shares — an estimated $316K sold.

Capital Performance Advisors first reported a position in OMC in Q3 2024 and held it in 2 quarters. The position peaked at $316K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Capital Performance Advisors reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,191 Omnicom Group shares in Q2 2026, an estimated $316K.
  • Capital Performance Advisors first reported a position in Omnicom Group in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Omnicom Group position peaked at $316K in Q1 2026.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.