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Pathfinder Wealth Consulting’s Omnicom Group OMC Stock Holding History

Pathfinder Wealth Consulting’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
-3,118
Closed -$235K – 108
2026
Q1 		$235K Sell
3,118
-17
-0.5% -$1.32K 0.15% 145
2025
Q4 		$253K Buy
+3,135
New +$240K 0.16% 131

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

Pathfinder Wealth Consulting's OMC Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 3,118 shares — an estimated $235K sold.

Pathfinder Wealth Consulting first reported a position in OMC in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 3,118 Omnicom Group shares in Q2 2026, an estimated $235K.
  • Pathfinder Wealth Consulting first reported a position in Omnicom Group in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Omnicom Group position peaked at $253K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.