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Summit Financial’s Omnicom Group OMC Stock Holding History

Summit Financial’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 		$416K Sell
5,655
-223
-4% -$16.8K ﹤0.01% 1176
2026
Q1 		$447K Sell
5,878
-967
-14% -$75K 0.01% 1035
2025
Q4 		$558K Buy
+6,845
New +$523K 0.01% 859

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 $60.8B AUM 26.63% 1-Year Est. Return

Summit Financial's OMC Position: Q2 2026 in Review

Summit Financial reduced its Omnicom Group (OMC) stake by 3.8% in Q2 2026, selling an estimated $16.8K and leaving 5,655 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Summit Financial first reported a position in OMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

  • Summit Financial held 5,655 shares of Omnicom Group worth $416K as of Q2 2026.
  • Summit Financial sold 223 Omnicom Group shares in Q2 2026, an estimated $16.8K.
  • Omnicom Group made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1176 holding.
  • Summit Financial first reported a position in Omnicom Group in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's Omnicom Group position peaked at $558K in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.