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SageView Advisory Group’s Omnicom Group OMC Stock Holding History

SageView Advisory Group’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
Q4 		$494K Buy
6,117
+2,939
+92% +$225K 0.02% 366
2025
Q3 		$259K Buy
3,178
+406
+15% +$30.7K 0.01% 558
2025
Q2 		$207K Sell
2,772
-142
-5% -$10.5K 0.01% 595
2025
Q1 		$242K Sell
2,914
-422
-13% -$35.2K 0.01% 531
2024
Q4 		$287K Buy
+3,336
New +$331K 0.01% 474
2024
Q2 		– Sell
-9,328
Closed -$209K – 681
2024
Q1 		$209K Buy
+9,328
New +$837K 0.01% 503

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SageView Advisory Group's OMC Position: Q4 2025 in Review

SageView Advisory Group increased its Omnicom Group (OMC) stake by 92% in Q4 2025, buying an estimated $225K and bringing the position to 6,117 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #366.

SageView Advisory Group first reported a position in OMC in Q1 2024 and has held it in 6 quarters since. 1,141 funds tracked by Wall St. Rank hold OMC as of Q4 2025.

  • SageView Advisory Group held 6,117 shares of Omnicom Group worth $494K as of Q4 2025.
  • SageView Advisory Group bought 2,939 Omnicom Group shares in Q4 2025, an estimated $225K.
  • Omnicom Group made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #366 holding.
  • SageView Advisory Group first reported a position in Omnicom Group in Q1 2024 and has held it in 6 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.