OXFORD FINANCIAL GROUP, LTD. LLC

Position in BAC — Bank Of America Corp /De/

CIK 1245862 INDIANAPOLIS, IN

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$994,528

+$100,746 QoQ

Shares Held

17,454

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,938

of 3,594 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $13,275,420 across 5 Banks - Diversified names. BAC ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,778	$10,401,892
2	BNY	Bank of New York Mellon Corp	7,123	$1,030,057
3	BAC	Bank Of America Corp /De/ This page	17,454	$994,528
4	WFC	Wells Fargo & Company/Mn	6,457	$533,606
5	ING	Ing Groep NV	10,049	$315,337

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,528	17,454	-4.8%	Shares	Sole	2026-08-11
2026-03-31	$893,782	18,334	+87.2%	Shares	Sole	2026-05-06
2025-12-31	$538,560	9,792	-18.2%	Shares	Sole	2026-02-13
2025-09-30	$617,893	11,977	+72.0%	Shares	Sole	2025-11-13
2025-06-30	$329,583	6,965	-13.9%	Shares	Sole	2025-08-14
2025-03-31	$337,595	8,090	-14.4%	Shares	Sole	2025-05-15
2024-12-31	$415,547	9,455	-4.7%	Shares	Sole	2025-02-11
2024-09-30	$393,704	9,922	-46.7%	Shares	Sole	2024-11-12
2024-06-30	$739,960	18,606	+89.5%	Shares	Sole	2024-08-14
2024-03-31	$372,222	9,816	+17.6%	Shares	Sole	2024-05-13
2023-12-31	$281,009	8,346	+9.5%	Shares	Sole	2024-02-14
2023-06-30	$218,589	7,619	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.