Concord Wealth Partners
OMC icon

Concord Wealth Partners’s Omnicom Group OMC Stock Holding History

Concord Wealth Partners’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
Q3 		$21.1K Hold
287
– – ﹤0.01% 456
2026
Q2 		$20.9K Buy
+287
New +$21.6K ﹤0.01% 474
2026
Q1 		– Sell
-297
Closed -$24K – 608
2025
Q4 		$24K Hold
297
– – ﹤0.01% 423
2025
Q3 		$24.2K Buy
297
+40
+16% +$3.02K ﹤0.01% 435
2025
Q2 		$18.5K Buy
257
+91
+55% +$6.72K ﹤0.01% 474
2025
Q1 		$13.8K Sell
166
-41
-20% -$3.42K ﹤0.01% 477
2024
Q4 		$17.8K Hold
207
– – ﹤0.01% 475
2024
Q3 		$21.4K Buy
+207
New +$19.9K ﹤0.01% 460
2024
Q2 		– Sell
-421
Closed -$39.1K – 836
2024
Q1 		$40.7K Sell
421
-3,137
-88% -$282K 0.01% 386
2023
Q4 		$308K Sell
3,558
-486
-12% -$38.3K 0.06% 160
2023
Q3 		$301K Sell
4,044
-180
-4% -$14.8K 0.06% 154
2023
Q2 		$1.4K Buy
4,224
+1,676
+66% +$156K ﹤0.01% 911
2023
Q1 		$240K Buy
2,548
+1,106
+77% +$98K 0.07% 141
2022
Q4 		$118K Buy
+1,442
New +$107K 0.04% 223
2022
Q3 		– Sell
-2,163
Closed -$138K – 813
2022
Q2 		$138K Buy
2,163
+193
+10% +$14.3K 0.04% 213
2022
Q1 		$167K Buy
1,970
+89
+5% +$7.15K 0.04% 207
2021
Q4 		$138K Buy
1,881
+1,328
+240% +$94.5K 0.03% 254
2021
Q3 		$40K Sell
553
-1,065
-66% -$79.1K 0.02% 256
2021
Q2 		$129K Sell
1,618
-58
-3% -$4.71K 0.04% 198
2021
Q1 		$124K Sell
1,676
-2
-0.1% -$138 0.04% 182
2020
Q4 		$105K Buy
+1,678
New +$95.9K 0.08% 131

Other funds holding OMC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

Concord Wealth Partners's OMC Position: Q3 2026 in Review

Concord Wealth Partners held its Omnicom Group (OMC) position steady in Q3 2026 at 287 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Concord Wealth Partners first reported a position in OMC in Q4 2020 and has held it in 21 quarters since. The position peaked at $308K in Q4 2023. 660 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Concord Wealth Partners held 287 shares of Omnicom Group worth $21.1K as of Q3 2026.
  • Concord Wealth Partners left its Omnicom Group share count unchanged in Q3 2026.
  • Omnicom Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #456 holding.
  • Concord Wealth Partners first reported a position in Omnicom Group in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Omnicom Group position peaked at $308K in Q4 2023.
  • 660 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.