OXFORD FINANCIAL GROUP, LTD. LLC
Position in HBNC — Horizon Bancorp Inc /In/
CIK 1245862
INDIANAPOLIS, IN
Position in HBNC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,372,227
-$36,216 QoQ
Shares Held
82,814
-0.3% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HBNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $13,191,462 across 7 Banks - Regional names. HBNC ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
146,124 | $9,686,559 | |
| 2 | HBNC |
Horizon Bancorp Inc /In/
This page
|
82,814 | $1,372,227 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,349 | $527,274 | |
| 4 | FFIC |
Flushing Financial Corp
|
32,511 | $499,368 | |
| 5 | MBIN |
Merchants Bancorp
|
11,137 | $477,888 | |
| 6 | USB |
US Bancorp \De\
|
8,224 | $427,730 | |
| 7 | INBK |
First Internet Bancorp
|
9,834 | $200,416 |
All Filings in HBNC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,372,227 | 82,814 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,408,443 | 83,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,329,550 | 83,045 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,277,232 | 83,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,252,318 | 83,045 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,337,854 | 83,045 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,291,349 | 83,045 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,028,268 | 83,126 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,065,467 | 83,045 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,188,373 | 83,045 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $886,920 | 83,045 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $864,498 | 83,045 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $918,477 | 83,045 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,252,318 | 83,045 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,491,488 | 83,045 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,446,643 | 83,045 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,270,400 | 68,045 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $7,969,234 | 438,593 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,818,975 | 448,593 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,629,612 | 625,921 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,926,789 | 625,901 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,315,341 | 625,901 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||