Harbor Asset Planning
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Harbor Asset Planning’s Omnicom Group OMC Stock Holding History

Harbor Asset Planning’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 		$29.5K Hold
400
– – 0.02% 278
2026
Q2 		$29.1K Hold
400
– – 0.02% 278
2026
Q1 		$30.1K Hold
400
– – 0.03% 260
2025
Q4 		$32.3K Hold
400
– – 0.03% 246
2025
Q3 		$32.6K Hold
400
– – 0.03% 231
2025
Q2 		$28.8K Buy
+400
New +$29.5K 0.03% 238

Other funds holding OMC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Harbor Asset Planning's OMC Position: Q3 2026 in Review

Harbor Asset Planning held its Omnicom Group (OMC) position steady in Q3 2026 at 400 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #278.

Harbor Asset Planning first reported a position in OMC in Q2 2025 and has held it in 6 quarters since. The position peaked at $32.6K in Q3 2025. 608 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Harbor Asset Planning held 400 shares of Omnicom Group worth $29.5K as of Q3 2026.
  • Harbor Asset Planning left its Omnicom Group share count unchanged in Q3 2026.
  • Omnicom Group made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #278 holding.
  • Harbor Asset Planning first reported a position in Omnicom Group in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Omnicom Group position peaked at $32.6K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.