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Omni shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Omni (OMC) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Omni

Tip: Access up to 7 years of quarterly data

All positions including Omni held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omni by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.6k 81.53

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Omni

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Massachusetts Financial Services
Bank of New York Mellon
First Eagle Investment Management
Geode Capital Management
Hotchkis and Wiley Capital Management
Charles Schwab Investment Management
Baird Financial
Morgan Stanley
Invesco
Fil
Goldman Sachs Group

View all funds holding Omni