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Elevation Wealth Partners’s Omnicom Group OMC Stock Holding History

Elevation 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 		$13.9K Sell
189
-13
-6% -$1.06K ﹤0.01% 783
2026
Q2 		$14.7K Buy
202
+105
+108% +$7.9K ﹤0.01% 684
2026
Q1 		$7.31K Buy
+97
New +$7.52K ﹤0.01% 596

Other funds holding OMC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Omnicom Group (OMC) stake by 6.4% in Q3 2026, selling an estimated $1.06K and leaving 189 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Elevation Wealth Partners first reported a position in OMC in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.7K in Q2 2026. 34 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Elevation Wealth Partners held 189 shares of Omnicom Group worth $13.9K as of Q3 2026.
  • Elevation Wealth Partners sold 13 Omnicom Group shares in Q3 2026, an estimated $1.06K.
  • Omnicom Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #783 holding.
  • Elevation Wealth Partners first reported a position in Omnicom Group in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Omnicom Group position peaked at $14.7K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.