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Pinnacle Wealth Planning Services’s Omnicom Group OMC Stock Holding History

Pinnacle Wealth Planning Services’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 		$54.7K Sell
751
-3
-0.4% -$226 0.01% 1216
2026
Q1 		$56.8K Sell
754
-150
-17% -$11.6K 0.01% 1128
2025
Q4 		$73K Buy
+904
New +$69.1K 0.01% 966
2021
Q1 		– Sell
-18
Closed -$1K – 1445
2020
Q4 		$1K Buy
+18
New +$1.03K ﹤0.01% 2150

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 $60.8B AUM 26.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's OMC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Omnicom Group (OMC) stake by 0.4% in Q2 2026, selling an estimated $226 and leaving 751 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #1216.

Pinnacle Wealth Planning Services first reported a position in OMC in Q4 2020 and has held it in 4 quarters since. The position peaked at $73K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 751 shares of Omnicom Group worth $54.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 Omnicom Group shares in Q2 2026, an estimated $226.
  • Omnicom Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1216 holding.
  • Pinnacle Wealth Planning Services first reported a position in Omnicom Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Omnicom Group position peaked at $73K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.