Stiles Financial Services
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Stiles Financial Services’s Omnicom Group OMC Stock Holding History

Stiles 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
Q3 		$462K Sell
6,272
-2,420
-28% -$198K 0.12% 130
2026
Q2 		$633K Sell
8,692
-3,926
-31% -$295K 0.16% 111
2026
Q1 		$950K Sell
12,618
-3,509
-22% -$272K 0.29% 83
2025
Q4 		$1.3M Sell
16,127
-8,496
-35% -$649K 0.4% 72
2025
Q3 		$2.01M Sell
24,623
-4,247
-15% -$321K 0.63% 54
2025
Q2 		$2.08M Sell
28,870
-148
-0.5% -$10.9K 0.72% 50
2025
Q1 		$2.41M Sell
29,018
-630
-2% -$52.6K 0.92% 35
2024
Q4 		$2.55M Buy
29,648
+821
+3% +$81.4K 0.92% 34
2024
Q3 		$2.98M Buy
28,827
+83
+0.3% +$7.98K 1.05% 30
2024
Q2 		$2.58M Buy
28,744
+29
+0.1% +$2.69K 0.99% 28
2024
Q1 		$2.78M Buy
28,715
+569
+2% +$51.1K 1.11% 27
2023
Q4 		$2.43M Buy
28,146
+2,996
+12% +$236K 1.11% 26
2023
Q3 		$1.87M Buy
25,150
+3,147
+14% +$259K 0.97% 30
2023
Q2 		$2.09M Buy
22,003
+1,487
+7% +$138K 1.04% 24
2023
Q1 		$1.94M Buy
20,516
+2,148
+12% +$190K 1.04% 26
2022
Q4 		$1.5M Buy
18,368
+5,598
+44% +$416K 0.86% 34
2022
Q3 		$806K Buy
+12,770
New +$866K 0.49% 61

Other funds holding OMC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Stiles Financial Services's OMC Position: Q3 2026 in Review

Stiles Financial Services reduced its Omnicom Group (OMC) stake by 28% in Q3 2026, selling an estimated $198K and leaving 6,272 shares worth $462K. The position accounts for 0.12% of the portfolio, ranked #130.

Stiles Financial Services first reported a position in OMC in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.98M in Q3 2024. 609 funds tracked by Wall St. Rank hold OMC as of Q3 2026.

  • Stiles Financial Services held 6,272 shares of Omnicom Group worth $462K as of Q3 2026.
  • Stiles Financial Services sold 2,420 Omnicom Group shares in Q3 2026, an estimated $198K.
  • Omnicom Group made up 0.12% of Stiles Financial Services's portfolio in Q3 2026, its #130 holding.
  • Stiles Financial Services first reported a position in Omnicom Group in Q3 2022 and has held it in 17 quarters since.
  • Stiles Financial Services's Omnicom Group position peaked at $2.98M in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.