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Oxford Financial Group’s Ball Corp BALL Stock Holding History

Oxford Financial Group’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$767K Buy
12,293
+74
+0.6% +$4.35K 0.04% 127
2026
Q1 		$722K Hold
12,219
– – 0.04% 125
2025
Q4 		$647K Sell
12,219
-9,664
-44% -$476K 0.04% 126
2025
Q3 		$1.1M Hold
21,883
– – 0.06% 86
2025
Q2 		$1.23M Hold
21,883
– – 0.07% 71
2025
Q1 		$1.14M Hold
21,883
– – 0.08% 73
2024
Q4 		$1.21M Sell
21,883
-53
-0.2% -$3.25K 0.08% 79
2024
Q3 		$1.49M Sell
21,936
-15
-0.1% -$952 0.09% 68
2024
Q2 		$1.32M Buy
21,951
+3
+0% +$201 0.09% 77
2024
Q1 		$1.48M Buy
21,948
+65
+0.3% +$3.95K 0.1% 61
2023
Q4 		$1.26M Hold
21,883
– – 0.09% 72
2023
Q3 		$1.09M Sell
21,883
-7
-0% -$382 0.09% 74
2023
Q2 		$1.27M Sell
21,890
-35
-0.2% -$1.9K 0.12% 61
2023
Q1 		$1.21M Sell
21,925
-349
-2% -$19.4K 0.14% 58
2022
Q4 		$1.14M Buy
22,274
+391
+2% +$20.2K 0.13% 64
2022
Q3 		$1.06M Sell
21,883
-15
-0.1% -$922 0.16% 61
2022
Q2 		$1.51M Buy
21,898
+15
+0.1% +$1.14K 0.22% 47
2022
Q1 		$1.97M Sell
21,883
-28,825
-57% -$2.62M 0.25% 39
2021
Q4 		$4.88M Hold
50,708
– – 0.55% 26
2021
Q3 		$4.56M Hold
50,708
– – 0.58% 23
2021
Q2 		$4.11M Buy
50,708
+41,044
+425% +$3.55M 0.55% 26
2021
Q1 		$819K Hold
9,664
– – 0.11% 79
2020
Q4 		$900K Hold
9,664
– – 0.13% 71
2020
Q3 		$803K Hold
9,664
– – 0.13% 72
2020
Q2 		$672K Hold
9,664
– – 0.11% 77
2020
Q1 		$625K Buy
+9,664
New +$676K 0.12% 76

Other funds holding BALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oxford Financial Group's BALL Position: Q2 2026 in Review

Oxford Financial Group increased its Ball Corp (BALL) stake by 0.61% in Q2 2026, buying an estimated $4.35K and bringing the position to 12,293 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #127.

Oxford Financial Group first reported a position in BALL in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.88M in Q4 2021. 804 funds tracked by Wall St. Rank hold BALL as of Q2 2026.

  • Oxford Financial Group held 12,293 shares of Ball Corp worth $767K as of Q2 2026.
  • Oxford Financial Group bought 74 Ball Corp shares in Q2 2026, an estimated $4.35K.
  • Ball Corp made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #127 holding.
  • Oxford Financial Group first reported a position in Ball Corp in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Ball Corp position peaked at $4.88M in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Ball Corp as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.