Iowa State Bank’s Omnicom Group OMC Stock Holding History

Iowa State Bank’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 Q3	–	Sell	-18,293	Closed	-$1.32M	–	125
2025 Q2	$1.32M	Sell	18,293 -590	-3%	-$43.6K	0.26%	87
2025 Q1	$1.57M	Sell	18,883 -5,448	-22%	-$455K	0.33%	82
2024 Q4	$2.09M	Sell	24,331 -116	-0.5%	-$11.5K	0.44%	70
2024 Q3	$2.53M	Buy	24,447 +101	+0.4%	+$9.71K	0.52%	63
2024 Q2	$2.18M	Sell	24,346 -233	-0.9%	-$21.6K	0.48%	67
2024 Q1	$2.38M	Buy	24,579 +466	+2%	+$41.8K	0.53%	67
2023 Q4	$2.09M	Sell	24,113 -378	-2%	-$29.8K	0.5%	70
2023 Q3	$1.82M	Buy	24,491 +709	+3%	+$58.5K	0.47%	70
2023 Q2	$2.26M	Sell	23,782 -243	-1%	-$22.6K	0.57%	60
2023 Q1	$2.27M	Buy	+24,025	New	+$2.13M	0.57%	63

Other funds holding OMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Geode Capital Management

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

Hotchkis & Wiley Capital Management

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