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Oxford Financial Group’s Ford F Stock Holding History

Oxford Financial Group’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Sell
20,194
-116
-0.6% -$1.53K 0.01% 233
2025
Q4 		$266K Sell
20,310
-25,401
-56% -$327K 0.01% 200
2025
Q3 		$547K Buy
45,711
+521
+1% +$6K 0.03% 136
2025
Q2 		$490K Buy
45,190
+424
+0.9% +$4.32K 0.03% 132
2025
Q1 		$449K Sell
44,766
-4,227
-9% -$41.3K 0.03% 142
2024
Q4 		$485K Buy
48,993
+1,937
+4% +$20.7K 0.03% 150
2024
Q3 		$497K Sell
47,056
-3,590
-7% -$41.1K 0.03% 141
2024
Q2 		$635K Sell
50,646
-45,756
-47% -$566K 0.04% 124
2024
Q1 		$1.28M Buy
96,402
+3,173
+3% +$38.5K 0.09% 71
2023
Q4 		$1.14M Buy
93,229
+1,219
+1% +$13.6K 0.08% 79
2023
Q3 		$1.14M Buy
92,010
+50,092
+119% +$650K 0.1% 69
2023
Q2 		$634K Buy
41,918
+206
+0.5% +$2.61K 0.06% 114
2023
Q1 		$526K Sell
41,712
-1,396
-3% -$17.5K 0.06% 107
2022
Q4 		$501K Buy
43,108
+2,107
+5% +$27.1K 0.06% 113
2022
Q3 		$459K Buy
41,001
+2,917
+8% +$40.8K 0.07% 107
2022
Q2 		$424K Buy
38,084
+4,969
+15% +$68K 0.06% 119
2022
Q1 		$560K Sell
33,115
-1,094
-3% -$20.8K 0.07% 108
2021
Q4 		$711K Buy
34,209
+20,494
+149% +$377K 0.08% 98
2021
Q3 		$194K Buy
13,715
+200
+1% +$2.72K 0.02% 180
2021
Q2 		$201K Buy
13,515
+300
+2% +$3.99K 0.03% 175
2021
Q1 		$162K Buy
13,215
+500
+4% +$5.72K 0.02% 173
2020
Q4 		$112K Buy
12,715
+1,176
+10% +$9.85K 0.02% 176
2020
Q3 		$77K Sell
11,539
-7,000
-38% -$47.4K 0.01% 166
2020
Q2 		$113K Buy
18,539
+6,044
+48% +$33.5K 0.02% 159
2020
Q1 		$60K Buy
+12,495
New +$93.7K 0.01% 171

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Financial Group's F Position: Q1 2026 in Review

Oxford Financial Group reduced its Ford (F) stake by 0.57% in Q1 2026, selling an estimated $1.53K and leaving 20,194 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #233.

Oxford Financial Group first reported a position in F in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2024. 1,696 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Oxford Financial Group held 20,194 shares of Ford worth $233K as of Q1 2026.
  • Oxford Financial Group sold 116 Ford shares in Q1 2026, an estimated $1.53K.
  • Ford made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #233 holding.
  • Oxford Financial Group first reported a position in Ford in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Ford position peaked at $1.28M in Q1 2024.
  • 1,696 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.