PFG Private Wealth Management’s Omnicom Group OMC Stock Holding History

PFG Private Wealth Management’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
2025 Q2	–	Sell	-36	Closed	-$2.98K	–	185
2025 Q1	$2.98K	Hold	36	–	–	﹤0.01%	207
2024 Q4	$3.1K	Hold	36	–	–	﹤0.01%	183
2024 Q3	$3.72K	Hold	36	–	–	﹤0.01%	173
2024 Q2	$3.23K	Hold	36	–	–	﹤0.01%	178
2024 Q1	$3.48K	Hold	36	–	–	﹤0.01%	166
2023 Q4	$3.11K	Sell	36 -500	-93%	-$39.4K	﹤0.01%	174
2023 Q3	$39.9K	Sell	536 -1,456	-73%	-$120K	0.03%	99
2023 Q2	$190K	Buy	1,992 +303	+18%	+$28.1K	0.11%	55
2023 Q1	$159K	Buy	1,689 +1,645	+3,739%	+$146K	0.1%	62
2022 Q4	$4K	Hold	44	–	–	﹤0.01%	244
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	275
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	268
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	243
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	269
2021 Q3	$3K	Buy	+44	New	+$3.27K	﹤0.01%	259

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Private Wealth Management's OMC Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Omnicom Group (OMC) in Q2 2025, closing a stake of 36 shares — an estimated $2.98K sold.

PFG Private Wealth Management first reported a position in OMC in Q3 2021 and held it in 15 quarters. The position peaked at $190K in Q2 2023. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

PFG Private Wealth Management reported no remaining Omnicom Group position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 36 Omnicom Group shares in Q2 2025, an estimated $2.98K.
PFG Private Wealth Management first reported a position in Omnicom Group in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Omnicom Group position peaked at $190K in Q2 2023.
942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.