Skip to main content
Equibles

OXFORD FINANCIAL GROUP, LTD. LLC

Position in MBIN — Merchants Bancorp

CIK 1245862 INDIANAPOLIS, IN
Back to MBIN Full portfolio

Position in MBIN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$556,850
+$78,962 QoQ
Shares Held
11,137
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#85
of 189 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MBIN Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $15,786,240 across 8 Banks - Regional names. MBIN ranks #5 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SYBT
Stock Yards Bancorp, Inc.
 144,677 $11,063,450
2 HBNC
Horizon Bancorp Inc /In/
 82,814 $1,654,623
3 FITB
Fifth Third Bancorp
 11,299 $636,924
4 CBSH
Commerce Bancshares Inc /Mo/
 9,790 $565,372
5 MBIN
Merchants Bancorp
This page 		11,137 $556,850
6 OCFC
Oceanfirst Financial Corp
 27,634 $539,692
7 USB
US Bancorp \De\
 8,211 $495,944
8 INBK
First Internet Bancorp
 9,834 $273,385

All Filings in MBIN

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $556,850 11,137
2026-03-31 $477,888 11,137
2025-12-31 $379,326 11,137
2025-09-30 $354,156 11,137
2025-06-30 $368,300 11,137
2024-09-30 $500,719 11,137
2024-06-30 $452,142 11,153
2024-03-31 $481,241 11,145
2023-12-31 $474,213 11,137
2023-09-30 $308,717 11,137
2023-06-30 $284,884 11,137
2023-03-31 $290,007 11,137
2022-12-31 $270,851 11,137
2022-09-30 $256,930 11,137
2022-06-30 $252,475 11,137
2022-03-31 $304,931 11,137
2021-12-31 $351,424 7,425
2021-09-30 $380,016 9,628
2021-06-30 $377,802 9,628
2021-03-31 $403,798 9,628
2020-12-31 $448,987 16,250
2020-09-30 $320,287 16,250
2020-06-30 $300,463 16,250
2020-03-31 $246,675 16,250