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Legacy Financial Advisors’s Omnicom Group OMC Stock Holding History

Legacy Financial 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 		– Sell
-3,961
Closed -$298K – 451
2026
Q1 		$298K Buy
+3,961
New +$307K 0.04% 323
2025
Q2 		– Sell
-3,602
Closed -$299K – 391
2025
Q1 		$299K Sell
3,602
-187
-5% -$15.6K 0.05% 272
2024
Q4 		$326K Sell
3,789
-78
-2% -$7.73K 0.05% 261
2024
Q3 		$400K Sell
3,867
-126
-3% -$12.1K 0.07% 230
2024
Q2 		$358K Sell
3,993
-2,588
-39% -$240K 0.06% 227
2024
Q1 		$637K Buy
6,581
+331
+5% +$29.7K 0.11% 147
2023
Q4 		$541K Buy
6,250
+303
+5% +$23.9K 0.1% 157
2023
Q3 		$443K Sell
5,947
-178
-3% -$14.7K 0.09% 156
2023
Q2 		$583K Buy
6,125
+323
+6% +$30K 0.11% 119
2023
Q1 		$547K Buy
5,802
+294
+5% +$26K 0.11% 113
2022
Q4 		$449K Buy
5,508
+282
+5% +$20.9K 0.1% 124
2022
Q3 		$330K Buy
5,226
+285
+6% +$19.3K 0.08% 149
2022
Q2 		$314K Buy
4,941
+227
+5% +$16.8K 0.08% 144
2022
Q1 		$400K Sell
4,714
-249
-5% -$20K 0.09% 125
2021
Q4 		$364K Buy
4,963
+271
+6% +$19.3K 0.08% 123
2021
Q3 		$340K Buy
4,692
+136
+3% +$10.1K 0.08% 110
2021
Q2 		$364K Buy
4,556
+754
+20% +$61.3K 0.09% 101
2021
Q1 		$282K Buy
+3,802
New +$262K 0.08% 118
2019
Q2 		– Sell
-230
Closed -$17K – 662
2019
Q1 		$17K Sell
230
-45
-16% -$3.38K 0.01% 496
2018
Q4 		$20K Buy
275
+235
+588% +$17.4K 0.01% 416
2018
Q3 		$2K Hold
40
– – ﹤0.01% 814
2018
Q2 		$3K Hold
40
– – ﹤0.01% 788
2018
Q1 		$2K Hold
40
– – ﹤0.01% 762
2017
Q4 		$2K Buy
+40
New +$2.87K ﹤0.01% 748

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

Legacy Financial Advisors's OMC Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 3,961 shares — an estimated $298K sold.

Legacy Financial Advisors first reported a position in OMC in Q4 2017 and held it in 24 quarters. The position peaked at $637K in Q1 2024. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,961 Omnicom Group shares in Q2 2026, an estimated $298K.
  • Legacy Financial Advisors first reported a position in Omnicom Group in Q4 2017 and held it in 24 quarters.
  • Legacy Financial Advisors's Omnicom Group position peaked at $637K in Q1 2024.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.