Optimist Retirement Group’s Omnicom Group OMC Stock Holding History

Optimist Retirement Group’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	$234K	Hold	3,216	–	–	0.09%	109
2026 Q1	$242K	Buy	3,216 +414	+15%	+$32.1K	0.11%	101
2025 Q4	$226K	Hold	2,802	–	–	0.1%	102
2025 Q3	$228K	Hold	2,802	–	–	0.1%	109
2025 Q2	$202K	Hold	2,802	–	–	0.1%	116
2025 Q1	$232K	Buy	2,802 +416	+17%	+$34.7K	0.12%	97
2024 Q4	$205K	Hold	2,386	–	–	0.1%	117
2024 Q3	$247K	Hold	2,386	–	–	0.11%	95
2024 Q2	$214K	Sell	2,386 -588	-20%	-$54.6K	0.11%	102
2024 Q1	$288K	Hold	2,974	–	–	0.15%	63
2023 Q4	$257K	Buy	+2,974	New	+$234K	0.17%	61

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimist Retirement Group's OMC Position: Q2 2026 in Review

Optimist Retirement Group held its Omnicom Group (OMC) position steady in Q2 2026 at 3,216 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #109.

Optimist Retirement Group first reported a position in OMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $288K in Q1 2024. 803 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Optimist Retirement Group held 3,216 shares of Omnicom Group worth $234K as of Q2 2026.
Optimist Retirement Group left its Omnicom Group share count unchanged in Q2 2026.
Omnicom Group made up 0.09% of Optimist Retirement Group's portfolio in Q2 2026, its #109 holding.
Optimist Retirement Group first reported a position in Omnicom Group in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Omnicom Group position peaked at $288K in Q1 2024.
803 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.