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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
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

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

Stiles Financial Services's OMC Position: Q1 2026 in Review

Stiles Financial Services reduced its Omnicom Group (OMC) stake by 22% in Q1 2026, selling an estimated $272K and leaving 12,618 shares worth $950K. The position accounts for 0.29% of the portfolio, ranked #83.

Stiles Financial Services first reported a position in OMC in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.98M in Q3 2024. 1,121 funds tracked by Wall St. Rank hold OMC as of Q1 2026.

  • Stiles Financial Services held 12,618 shares of Omnicom Group worth $950K as of Q1 2026.
  • Stiles Financial Services sold 3,509 Omnicom Group shares in Q1 2026, an estimated $272K.
  • Omnicom Group made up 0.29% of Stiles Financial Services's portfolio in Q1 2026, its #83 holding.
  • Stiles Financial Services first reported a position in Omnicom Group in Q3 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's Omnicom Group position peaked at $2.98M in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.