Position in OMC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$332,760
+$124,378 QoQ
Shares Held
4,569
+65.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#696
of 1,094 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $332,760 across 1 Advertising Agencies name. OMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
This page
|
4,569 | $332,760 |
All Filings in OMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,760 | 4,569 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $208,382 | 2,767 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $223,435 | 2,767 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $210,265 | 2,579 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||