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Fortem Financial Group’s Omnicom Group OMC Stock Holding History

Fortem Financial Group’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
2025
Q4 		– Sell
-3,740
Closed -$305K – 186
2025
Q3 		$305K Sell
3,740
-1,540
-29% -$116K 0.09% 135
2025
Q2 		$380K Sell
5,280
-17,009
-76% -$1.26M 0.12% 124
2025
Q1 		$1.85M Sell
22,289
-9,651
-30% -$806K 0.72% 37
2024
Q4 		$2.75M Buy
31,940
+611
+2% +$60.6K 1.06% 26
2024
Q3 		$3.24M Buy
31,329
+3,544
+13% +$341K 1.32% 17
2024
Q2 		$2.49M Buy
27,785
+582
+2% +$54K 1.07% 23
2024
Q1 		$2.63M Buy
27,203
+2,361
+10% +$212K 1.16% 21
2023
Q4 		$2.15M Buy
24,842
+2,324
+10% +$183K 1.07% 24
2023
Q3 		$1.68M Buy
22,518
+3,147
+16% +$259K 0.98% 27
2023
Q2 		$1.84M Buy
19,371
+1,568
+9% +$146K 1.09% 23
2023
Q1 		$1.68M Buy
17,803
+5,133
+41% +$455K 1.09% 27
2022
Q4 		$1.03M Sell
12,670
-106
-0.8% -$7.87K 0.61% 51
2022
Q3 		$806K Buy
12,776
+502
+4% +$34K 0.56% 69
2022
Q2 		$781K Buy
+12,274
New +$908K 0.51% 70
2021
Q1 		– Sell
-400
Closed -$25K – 355
2020
Q4 		$25K Buy
+400
New +$22.9K 0.02% 299

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fortem Financial Group's OMC Position: Q4 2025 in Review

Fortem Financial Group sold out of Omnicom Group (OMC) in Q4 2025, closing a stake of 3,740 shares — an estimated $305K sold.

Fortem Financial Group first reported a position in OMC in Q4 2020 and held it in 15 quarters. The position peaked at $3.24M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • Fortem Financial Group reported no remaining Omnicom Group position as of Q4 2025 after selling out during the quarter.
  • Fortem Financial Group sold 3,740 Omnicom Group shares in Q4 2025, an estimated $305K.
  • Fortem Financial Group first reported a position in Omnicom Group in Q4 2020 and held it in 15 quarters.
  • Fortem Financial Group's Omnicom Group position peaked at $3.24M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.