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Confluence Wealth Services’s Omnicom Group OMC Stock Holding History

Confluence Wealth Services’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 		$333K Buy
4,569
+1,802
+65% +$136K 0.01% 393
2026
Q1 		$208K Hold
2,767
– – 0.01% 357
2025
Q4 		$223K Buy
2,767
+188
+7% +$14.4K 0.01% 352
2025
Q3 		$210K Buy
+2,579
New +$195K 0.01% 356

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

Confluence Wealth Services's OMC Position: Q2 2026 in Review

Confluence Wealth Services increased its Omnicom Group (OMC) stake by 65% in Q2 2026, buying an estimated $136K and bringing the position to 4,569 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #393.

Confluence Wealth Services first reported a position in OMC in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Confluence Wealth Services held 4,569 shares of Omnicom Group worth $333K as of Q2 2026.
  • Confluence Wealth Services bought 1,802 Omnicom Group shares in Q2 2026, an estimated $136K.
  • Omnicom Group made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #393 holding.
  • Confluence Wealth Services first reported a position in Omnicom Group in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.