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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's OMC Position: Q1 2026 in Review

Root Financial Partners increased its Omnicom Group (OMC) stake by 69% in Q1 2026, buying an estimated $80.1K and bringing the position to 2,529 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #342.

Root Financial Partners first reported a position in OMC in Q3 2025 and has held it in 3 quarters since. 1,122 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Root Financial Partners held 2,529 shares of Omnicom Group worth $190K as of Q1 2026.
  • Root Financial Partners bought 1,032 Omnicom Group shares in Q1 2026, an estimated $80.1K.
  • Omnicom Group made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #342 holding.
  • Root Financial Partners first reported a position in Omnicom Group in Q3 2025 and has held it in 3 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.