Skip to main content
Equibles

OXFORD FINANCIAL GROUP, LTD. LLC

Position in USB — US Bancorp \De\

CIK 1245862 INDIANAPOLIS, IN
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$495,944
+$68,214 QoQ
Shares Held
8,211
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,246
of 2,063 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in USB 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. USB ranks #7 (3.1% 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
 11,137 $556,850
6 OCFC
Oceanfirst Financial Corp
 27,634 $539,692
7 USB
US Bancorp \De\
This page 		8,211 $495,944
8 INBK
First Internet Bancorp
 9,834 $273,385

All Filings in USB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $495,944 8,211
2026-03-31 $427,730 8,224
2025-12-31 $469,834 8,805
2025-09-30 $420,760 8,706
2025-06-30 $371,231 8,204
2025-03-31 $346,372 8,204
2024-12-31 $403,015 8,426
2024-09-30 $682,520 14,925
2024-06-30 $382,112 9,625
2024-03-31 $470,735 10,531
2023-12-31 $448,424 10,361
2023-09-30 $355,725 10,760
2023-06-30 $407,350 12,329
2023-03-31 $395,792 10,979
2022-12-31 $513,158 11,767
2022-09-30 $435,939 10,812
2022-06-30 $649,112 14,105
2022-03-31 $574,179 10,803
2021-12-31 $606,804 10,803
2021-09-30 $1,093,874 18,403
2021-06-30 $1,048,418 18,403
2021-03-31 $1,017,869 18,403
2020-12-31 $878,174 18,849
2020-09-30 $675,736 18,849
2020-06-30 $694,020 18,849
2020-03-31 $649,348 18,849