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Independence Wealth Advisors (Ohio)’s Omnicom Group OMC Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$244K Buy
3,345
+487
+17% +$36.7K 0.12% 80
2026
Q1 		$215K Buy
+2,858
New +$222K 0.11% 88

Other funds holding OMC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s OMC Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Omnicom Group (OMC) stake by 17% in Q2 2026, buying an estimated $36.7K and bringing the position to 3,345 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #80.

Independence Wealth Advisors (Ohio) first reported a position in OMC in Q1 2026 and has held it in 2 quarters since. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 3,345 shares of Omnicom Group worth $244K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 487 Omnicom Group shares in Q2 2026, an estimated $36.7K.
  • Omnicom Group made up 0.12% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #80 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Omnicom Group in Q1 2026 and has held it in 2 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.