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Kestra Private Wealth Services’s Omnicom Group OMC Stock Holding History

Kestra Private Wealth Services’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
Q1 		$441K Sell
5,860
-2,480
-30% -$192K 0.01% 1278
2025
Q4 		$673K Buy
8,340
+4,358
+109% +$333K 0.01% 1005
2025
Q3 		$325K Buy
3,982
+92
+2% +$6.95K ﹤0.01% 1320
2025
Q2 		$280K Buy
3,890
+480
+14% +$35.5K ﹤0.01% 1324
2025
Q1 		$283K Sell
3,410
-1,943
-36% -$162K ﹤0.01% 1229
2024
Q4 		$461K Buy
5,353
+336
+7% +$33.3K 0.01% 957
2024
Q3 		$519K Sell
5,017
-723
-13% -$69.5K 0.01% 858
2024
Q2 		$515K Buy
5,740
+1,094
+24% +$102K 0.01% 820
2024
Q1 		$450K Buy
4,646
+453
+11% +$40.7K 0.01% 843
2023
Q4 		$363K Sell
4,193
-78
-2% -$6.15K 0.01% 867
2023
Q3 		$318K Buy
4,271
+1,802
+73% +$149K 0.01% 843
2023
Q2 		$235K Buy
2,469
+80
+3% +$7.43K 0.01% 912
2023
Q1 		$225K Buy
+2,389
New +$212K 0.01% 876
2021
Q1 		– Sell
-5,652
Closed -$350K – 833
2020
Q4 		$350K Buy
+5,652
New +$323K 0.03% 529

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's OMC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Omnicom Group (OMC) stake by 30% in Q1 2026, selling an estimated $192K and leaving 5,860 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1278.

Kestra Private Wealth Services first reported a position in OMC in Q4 2020 and has held it in 14 quarters since. The position peaked at $673K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Kestra Private Wealth Services held 5,860 shares of Omnicom Group worth $441K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,480 Omnicom Group shares in Q1 2026, an estimated $192K.
  • Omnicom Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1278 holding.
  • Kestra Private Wealth Services first reported a position in Omnicom Group in Q4 2020 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Omnicom Group position peaked at $673K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.