CFFP
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Center for Financial Planning’s Omnicom Group OMC Stock Holding History

Center for Financial Planning’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 		$745K Buy
10,235
+417
+4% +$31.4K 0.07% 90
2026
Q1 		$739K Hold
9,818
– – 0.08% 85
2025
Q4 		$793K Hold
9,818
– – 0.08% 80
2025
Q3 		$800K Hold
9,818
– – 0.09% 77
2025
Q2 		$706K Buy
9,818
+650
+7% +$48K 0.08% 83
2025
Q1 		$760K Buy
9,168
+197
+2% +$16.5K 0.1% 70
2024
Q4 		$772K Sell
8,971
-249
-3% -$24.7K 0.1% 68
2024
Q3 		$953K Sell
9,220
-295
-3% -$28.4K 0.13% 57
2024
Q2 		$853K Sell
9,515
-196
-2% -$18.2K 0.12% 59
2024
Q1 		$940K Hold
9,711
– – 0.14% 57
2023
Q4 		$840K Hold
9,711
– – 0.15% 61
2023
Q3 		$723K Hold
9,711
– – 0.16% 62
2023
Q2 		$924K Sell
9,711
-186
-2% -$17.3K 0.19% 52
2023
Q1 		$934K Hold
9,897
– – 0.22% 50
2022
Q4 		$807K Hold
9,897
– – 0.2% 57
2022
Q3 		$624K Sell
9,897
-204
-2% -$13.8K 0.17% 64
2022
Q2 		$643K Sell
10,101
-1
-0% -$74 0.16% 66
2022
Q1 		$857K Hold
10,102
– – 0.18% 66
2021
Q4 		$740K Buy
10,102
+2,500
+33% +$178K 0.15% 66
2021
Q3 		$551K Sell
7,602
-2,500
-25% -$186K 0.13% 72
2021
Q2 		$808K Hold
10,102
– – 0.2% 59
2021
Q1 		$749K Hold
10,102
– – 0.2% 63
2020
Q4 		$630K Hold
10,102
– – 0.18% 63
2020
Q3 		$500K Hold
10,102
– – 0.16% 67
2020
Q2 		$552K Sell
10,102
-8,442
-46% -$459K 0.19% 60
2020
Q1 		$1.02M Hold
18,544
– – 0.34% 30
2019
Q4 		$1.5M Buy
+18,544
New +$1.45M 0.38% 24

Other funds holding OMC

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Center for Financial Planning's OMC Position: Q2 2026 in Review

Center for Financial Planning increased its Omnicom Group (OMC) stake by 4.2% in Q2 2026, buying an estimated $31.4K and bringing the position to 10,235 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #90.

Center for Financial Planning first reported a position in OMC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2019. 293 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Center for Financial Planning held 10,235 shares of Omnicom Group worth $745K as of Q2 2026.
  • Center for Financial Planning bought 417 Omnicom Group shares in Q2 2026, an estimated $31.4K.
  • Omnicom Group made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #90 holding.
  • Center for Financial Planning first reported a position in Omnicom Group in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Omnicom Group position peaked at $1.5M in Q4 2019.
  • 293 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.