Symphony Financial’s Omnicom Group OMC Stock Holding History

Symphony 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	–	Sell	-2,847	Closed	-$214K	–	383
2026 Q1	$214K	Buy	+2,847	New	+$221K	0.03%	294

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Symphony Financial's OMC Position: Q2 2026 in Review

Symphony Financial sold out of Omnicom Group (OMC) in Q2 2026, closing a stake of 2,847 shares — an estimated $214K sold.

Symphony Financial first reported a position in OMC in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Symphony Financial reported no remaining Omnicom Group position as of Q2 2026 after selling out during the quarter.
Symphony Financial sold 2,847 Omnicom Group shares in Q2 2026, an estimated $214K.
Symphony Financial first reported a position in Omnicom Group in Q1 2026 and held it in 1 quarter.
Symphony Financial's Omnicom Group position peaked at $214K in Q1 2026.
1,092 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.