Root Financial Partners
OMC icon

Root Financial Partners’s Omnicom Group OMC Stock Holding History

Root Financial Partners’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
Q3 		$113K Buy
+1,528
New +$125K ﹤0.01% 678
2026
Q2 		– Sell
-2,529
Closed -$190K – 2293
2026
Q1 		$190K Buy
2,529
+1,032
+69% +$80.1K 0.01% 342
2025
Q4 		$121K Buy
1,497
+43
+3% +$3.29K 0.01% 407
2025
Q3 		$119K Buy
+1,454
New +$110K 0.01% 390

Other funds holding OMC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's OMC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Omnicom Group (OMC) in Q3 2026: 1,528 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OMC as recently as Q1 2026.

Root Financial Partners first reported a position in OMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $190K in Q1 2026. 812 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Root Financial Partners held 1,528 shares of Omnicom Group worth $113K as of Q3 2026.
  • Omnicom Group was a new Root Financial Partners position in Q3 2026.
  • Omnicom Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #678 holding.
  • Root Financial Partners first reported a position in Omnicom Group in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Omnicom Group position peaked at $190K in Q1 2026.
  • 812 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.