OXFORD FINANCIAL GROUP, LTD. LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1245862
INDIANAPOLIS, IN
Position in BNY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,030,057
+$186,124 QoQ
Shares Held
7,123
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#914
of 1,868 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $13,275,420 across 5 Banks - Diversified names. BNY ranks #2 (7.8% of the industry book) .
All Filings in BNY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,057 | 7,123 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $843,933 | 7,114 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $828,650 | 7,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $803,471 | 7,374 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $645,969 | 7,090 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $594,638 | 7,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $557,555 | 7,257 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $518,541 | 7,216 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||