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JFS Wealth Advisors’s Omnicom Group OMC Stock Holding History

JFS Wealth Advisors’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 		$13.3K Buy
182
+27
+17% +$2.03K ﹤0.01% 886
2026
Q1 		$11.7K Sell
155
-63
-29% -$4.89K ﹤0.01% 891
2025
Q4 		$17.7K Buy
218
+90
+70% +$6.88K ﹤0.01% 785
2025
Q3 		$10.4K Sell
128
-75
-37% -$5.66K ﹤0.01% 885
2025
Q2 		$14.6K Buy
203
+35
+21% +$2.59K ﹤0.01% 737
2025
Q1 		$13.9K Buy
168
+1
+0.6% +$84 ﹤0.01% 768
2024
Q4 		$14.4K Sell
167
-27
-14% -$2.68K ﹤0.01% 742
2024
Q3 		$20.1K Buy
194
+5
+3% +$481 ﹤0.01% 642
2024
Q2 		$17K Buy
189
+30
+19% +$2.79K ﹤0.01% 639
2024
Q1 		$15.4K Hold
159
– – ﹤0.01% 686
2023
Q4 		$13.8K Buy
159
+33
+26% +$2.6K ﹤0.01% 687
2023
Q3 		$9.38K Sell
126
-77
-38% -$6.35K ﹤0.01% 752
2023
Q2 		$19.3K Hold
203
– – ﹤0.01% 558
2023
Q1 		$19.2K Buy
203
+41
+25% +$3.63K ﹤0.01% 547
2022
Q4 		$13.2K Buy
162
+67
+71% +$4.97K ﹤0.01% 618
2022
Q3 		$6K Sell
95
-50
-34% -$3.39K ﹤0.01% 934
2022
Q2 		$9K Sell
145
-9
-6% -$666 ﹤0.01% 805
2022
Q1 		$13K Buy
154
+99
+180% +$7.96K ﹤0.01% 713
2021
Q4 		$4K Buy
+55
New +$3.91K ﹤0.01% 872
2020
Q1 		– Sell
-15
Closed -$1K – 550
2019
Q4 		$1K Hold
15
– – ﹤0.01% 490
2019
Q3 		$1K Buy
+15
New +$1.19K ﹤0.01% 490
2018
Q2 		– Sell
-78
Closed -$6K – 527
2018
Q1 		$6K Hold
78
– – ﹤0.01% 409
2017
Q4 		$6K Buy
+78
New +$5.6K ﹤0.01% 417

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

JFS Wealth Advisors's OMC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Omnicom Group (OMC) stake by 17% in Q2 2026, buying an estimated $2.03K and bringing the position to 182 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

JFS Wealth Advisors first reported a position in OMC in Q4 2017 and has held it in 23 quarters since. The position peaked at $20.1K in Q3 2024. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • JFS Wealth Advisors held 182 shares of Omnicom Group worth $13.3K as of Q2 2026.
  • JFS Wealth Advisors bought 27 Omnicom Group shares in Q2 2026, an estimated $2.03K.
  • Omnicom Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #886 holding.
  • JFS Wealth Advisors first reported a position in Omnicom Group in Q4 2017 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Omnicom Group position peaked at $20.1K in Q3 2024.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.