Position in OMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$38,235
-$11,620 QoQ
Shares Held
525
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#899
of 1,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OMC Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Caldwell Trust Co holds $38,235 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
|
525 | $38,235 |
All Filings in OMC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,235 | 525 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $49,855 | 662 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,424 | 513 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $57,152 | 701 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $54,962 | 764 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $52,730 | 636 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $54,721 | 636 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $45,594 | 441 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $27,179 | 303 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $16,449 | 170 | Shares | Sole | 2025-09-24 | |
| 2023-09-30 | $30,611 | 411 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $41,675 | 438 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $61,509 | 652 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $53,183 | 652 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $27,633 | 438 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $27,861 | 438 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $37,177 | 438 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $32,092 | 438 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $31,737 | 438 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $35,035 | 438 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $30,475 | 411 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $25,634 | 411 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $136,669 | 2,761 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $183,183 | 3,355 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $58,084 | 1,058 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||