Key Financial Inc
OMC icon

Key Financial Inc’s Omnicom Group OMC Stock Holding History

Key Financial Inc’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 		$2.72K Sell
37
-18
-33% -$1.47K ﹤0.01% 1079
2026
Q2 		$4.01K Buy
55
+18
+49% +$1.36K ﹤0.01% 1059
2026
Q1 		$2.79K Hold
37
– – ﹤0.01% 1134
2025
Q4 		$2.99K Buy
+37
New +$2.83K ﹤0.01% 1126

Other funds holding OMC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

Key Financial Inc's OMC Position: Q3 2026 in Review

Key Financial Inc reduced its Omnicom Group (OMC) stake by 33% in Q3 2026, selling an estimated $1.47K and leaving 37 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Key Financial Inc first reported a position in OMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.01K in Q2 2026. 706 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Key Financial Inc held 37 shares of Omnicom Group worth $2.72K as of Q3 2026.
  • Key Financial Inc sold 18 Omnicom Group shares in Q3 2026, an estimated $1.47K.
  • Omnicom Group made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1079 holding.
  • Key Financial Inc first reported a position in Omnicom Group in Q4 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Omnicom Group position peaked at $4.01K in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.