OFG
KE

Oxford Financial Group’s Kimball Electronics KE Stock Holding History

Oxford Financial Group’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.31M Sell
285,717
-56,743
-17% -$1.46M 0.37% 30
2026
Q1 		$8.11M Hold
342,460
– – 0.44% 28
2025
Q4 		$9.53M Hold
342,460
– – 0.52% 24
2025
Q3 		$10.2M Hold
342,460
– – 0.58% 25
2025
Q2 		$6.59M Hold
342,460
– – 0.39% 29
2025
Q1 		$5.63M Sell
342,460
-53
-0% -$937 0.4% 31
2024
Q4 		$6.42M Buy
342,513
+53
+0% +$995 0.42% 28
2024
Q3 		$6.34M Sell
342,460
-1,263
-0.4% -$25.3K 0.4% 29
2024
Q2 		$7.56M Buy
343,723
+1,251
+0.4% +$27.3K 0.5% 26
2024
Q1 		$7.41M Sell
342,472
-121,064
-26% -$2.74M 0.51% 26
2023
Q4 		$12.5M Buy
463,536
+121,076
+35% +$3.12M 0.92% 20
2023
Q3 		$9.38M Buy
342,460
+186,121
+119% +$5.32M 0.81% 21
2023
Q2 		$4.32M Hold
156,339
– – 0.41% 31
2023
Q1 		$3.77M Hold
156,339
– – 0.42% 30
2022
Q4 		$3.53M Hold
156,339
– – 0.41% 31
2022
Q3 		$2.68M Hold
156,339
– – 0.4% 30
2022
Q2 		$3.14M Hold
156,339
– – 0.46% 28
2022
Q1 		$3.13M Hold
156,339
– – 0.4% 28
2021
Q4 		$3.4M Buy
+156,339
New +$3.92M 0.38% 31

Other funds holding KE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Oxford Financial Group reduced its Kimball Electronics (KE) stake by 17% in Q2 2026, selling an estimated $1.46M and leaving 285,717 shares worth $7.31M. The position accounts for 0.37% of the portfolio, ranked #30.

Oxford Financial Group first reported a position in KE in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2023. 174 funds tracked by Wall St. Rank hold KE as of Q2 2026.

  • Oxford Financial Group held 285,717 shares of Kimball Electronics worth $7.31M as of Q2 2026.
  • Oxford Financial Group sold 56,743 Kimball Electronics shares in Q2 2026, an estimated $1.46M.
  • Kimball Electronics made up 0.37% of Oxford Financial Group's portfolio in Q2 2026, its #30 holding.
  • Oxford Financial Group first reported a position in Kimball Electronics in Q4 2021 and has held it in 19 quarters since.
  • Oxford Financial Group's Kimball Electronics position peaked at $12.5M in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2026.

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