OXFORD FINANCIAL GROUP, LTD. LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1245862 INDIANAPOLIS, IN

Position in WFC

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

Position Value

$533,606

-$60,841 QoQ

Shares Held

6,457

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,765

of 2,858 holders

Holding Since

Mar 2020

26 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. WFC ranks #4 (4.0% 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/	17,454	$994,528
4	WFC	Wells Fargo & Company/Mn This page	6,457	$533,606
5	ING	Ing Groep NV	10,049	$315,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,606	6,457	-13.5%	Shares	Sole	2026-08-11
2026-03-31	$594,447	7,467	+12.0%	Shares	Sole	2026-05-06
2025-12-31	$621,457	6,668	-13.4%	Shares	Sole	2026-02-13
2025-09-30	$645,665	7,703	+14.6%	Shares	Sole	2025-11-13
2025-06-30	$538,326	6,719	-9.1%	Shares	Sole	2025-08-14
2025-03-31	$530,743	7,393	+14.5%	Shares	Sole	2025-05-15
2024-12-31	$453,680	6,459	-4.8%	Shares	Sole	2025-02-11
2024-09-30	$383,454	6,788	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$416,323	7,010	+37.0%	Shares	Sole	2024-08-14
2024-03-31	$296,465	5,115	+7.4%	Shares	Sole	2024-05-13
2023-12-31	$234,336	4,761	-31.0%	Shares	Sole	2024-02-14
2023-09-30	$281,934	6,900	-50.5%	Shares	Sole	2023-11-13
2023-06-30	$594,788	13,936	+24.9%	Shares	Sole	2023-08-10
2023-03-31	$416,973	11,155	-5.1%	Shares	Sole	2023-05-12
2022-12-31	$485,322	11,754	+20.4%	Shares	Sole	2023-02-14
2022-09-30	$392,627	9,762	-8.5%	Shares	Sole	2022-11-02
2022-06-30	$417,943	10,670	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$521,914	10,770	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$516,168	10,758	+0.4%	Shares	Sole	2022-02-10
2021-09-30	$497,468	10,719	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$483,787	10,682	+0.1%	Shares	Sole	2021-08-03
2021-03-31	$416,915	10,671	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$321,839	10,664	+2.7%	Shares	Sole	2021-02-10
2020-09-30	$244,080	10,382	-11.2%	Shares	Sole	2020-11-12
2020-06-30	$299,187	11,687	-14.3%	Shares	Sole	2020-08-05
2020-03-31	$391,468	13,640	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.