Global Financial Private Client’s Omnicom Group OMC Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-152	Closed	-$12.6K	–	1171
2025 Q1	$12.6K	Buy	152 +14	+10%	+$1.17K	﹤0.01%	531
2024 Q4	$11.9K	Buy	138 +19	+16%	+$1.88K	﹤0.01%	521
2024 Q3	$12.3K	Buy	+119	New	+$11.4K	﹤0.01%	514
2023 Q4	–	Sell	-211	Closed	-$15.5K	–	700
2023 Q3	$15.5K	Hold	211	–	–	0.01%	391
2023 Q2	$20.2K	Hold	211	–	–	0.01%	374
2023 Q1	$20.1K	Buy	+211	New	+$18.7K	0.01%	374

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Financial Private Client's OMC Position: Q2 2025 in Review

Global Financial Private Client sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 152 shares — an estimated $12.6K sold.

Global Financial Private Client first reported a position in OMC in Q1 2023 and held it in 6 quarters. The position peaked at $20.2K in Q2 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

Global Financial Private Client reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 152 Omnicom Group shares in Q2 2025, an estimated $12.6K.
Global Financial Private Client first reported a position in Omnicom Group in Q1 2023 and held it in 6 quarters.
Global Financial Private Client's Omnicom Group position peaked at $20.2K in Q2 2023.
942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.