SFS
OMC icon

Sowell Financial Services’s Omnicom Group OMC Stock Holding History

Sowell Financial 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 		– Sell
-2,950
Closed -$222K – 1206
2026
Q1 		$222K Sell
2,950
-438
-13% -$34K 0.01% 985
2025
Q4 		$274K Sell
3,388
-4,752
-58% -$363K 0.01% 865
2025
Q3 		$664K Buy
8,140
+50
+0.6% +$3.78K 0.03% 552
2025
Q2 		$582K Buy
8,090
+1,545
+24% +$114K 0.02% 570
2025
Q1 		$543K Buy
+6,545
New +$547K 0.02% 562
2021
Q2 		– Sell
-4,918
Closed -$415K – 2024
2021
Q1 		$415K Hold
4,918
– – 0.01% 721
2020
Q4 		$307K Sell
4,918
-112
-2% -$6.4K 0.01% 688
2020
Q3 		$249K Sell
5,030
-9,701
-66% -$519K 0.01% 665
2020
Q2 		$804K Sell
14,731
-17,820
-55% -$970K 0.04% 331
2020
Q1 		$1.79M Buy
32,551
+4,214
+15% +$299K 0.13% 172
2019
Q4 		$2.3M Buy
28,337
+7,787
+38% +$610K 0.18% 122
2019
Q3 		$1.61M Buy
+20,550
New +$1.63M 0.13% 165

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 $59.9B AUM 27.01% 1-Year Est. Return

Sowell Financial Services's OMC Position: Q2 2026 in Review

Sowell Financial Services sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 2,950 shares — an estimated $222K sold.

Sowell Financial Services first reported a position in OMC in Q3 2019 and held it in 12 quarters. The position peaked at $2.3M in Q4 2019. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Sowell Financial Services reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,950 Omnicom Group shares in Q2 2026, an estimated $222K.
  • Sowell Financial Services first reported a position in Omnicom Group in Q3 2019 and held it in 12 quarters.
  • Sowell Financial Services's Omnicom Group position peaked at $2.3M in Q4 2019.
  • 1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.