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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
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

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

Root Financial Partners's OMC Position: Q2 2026 in Review

Root Financial Partners sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 2,529 shares — an estimated $190K sold.

Root Financial Partners first reported a position in OMC in Q3 2025 and held it in 3 quarters. The position peaked at $190K in Q1 2026. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Root Financial Partners reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,529 Omnicom Group shares in Q2 2026, an estimated $190K.
  • Root Financial Partners first reported a position in Omnicom Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Omnicom Group position peaked at $190K in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.