Oxford Financial Group’s Lineage Cell Therapeutics LCTX Stock Holding History

Oxford Financial Group’s Portfolio LCTX Stock Details LCTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,630	Closed	-$20K	–	309
2026 Q1	$20K	Hold	12,630	–	–	﹤0.01%	280
2025 Q4	$21.1K	Hold	12,630	–	–	﹤0.01%	264
2025 Q3	$21.3K	Hold	12,630	–	–	﹤0.01%	256
2025 Q2	$11.5K	Hold	12,630	–	–	﹤0.01%	252
2025 Q1	$5.7K	Hold	12,630	–	–	﹤0.01%	256
2024 Q4	$6.35K	Hold	12,630	–	–	﹤0.01%	291
2024 Q3	$11.4K	Hold	12,630	–	–	﹤0.01%	279
2024 Q2	$12.6K	Hold	12,630	–	–	﹤0.01%	303
2024 Q1	$18.7K	Hold	12,630	–	–	﹤0.01%	262
2023 Q4	$13.8K	Hold	12,630	–	–	﹤0.01%	281
2023 Q3	$14.9K	Hold	12,630	–	–	﹤0.01%	254
2023 Q2	$17.8K	Hold	12,630	–	–	﹤0.01%	276
2023 Q1	$18.9K	Hold	12,630	–	–	﹤0.01%	237
2022 Q4	$14.8K	Hold	12,630	–	–	﹤0.01%	242
2022 Q3	$14K	Hold	12,630	–	–	﹤0.01%	220
2022 Q2	$20K	Hold	12,630	–	–	﹤0.01%	241
2022 Q1	$19K	Hold	12,630	–	–	﹤0.01%	239
2021 Q4	$31K	Hold	12,630	–	–	﹤0.01%	242
2021 Q3	$32K	Hold	12,630	–	–	﹤0.01%	221
2021 Q2	$36K	Hold	12,630	–	–	﹤0.01%	201
2021 Q1	$30K	Hold	12,630	–	–	﹤0.01%	196
2020 Q4	$22K	Buy	+12,630	New	+$17.7K	﹤0.01%	196

Other funds holding LCTX

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Oxford Financial Group sold out of Lineage Cell Therapeutics (LCTX) in Q2 2026, closing a stake of 12,630 shares — an estimated $20K sold.

Oxford Financial Group first reported a position in LCTX in Q4 2020 and held it in 22 quarters. The position peaked at $36K in Q2 2021. 132 funds tracked by Wall St. Rank hold LCTX as of Q2 2026.

Oxford Financial Group reported no remaining Lineage Cell Therapeutics position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 12,630 Lineage Cell Therapeutics shares in Q2 2026, an estimated $20K.
Oxford Financial Group first reported a position in Lineage Cell Therapeutics in Q4 2020 and held it in 22 quarters.
Oxford Financial Group's Lineage Cell Therapeutics position peaked at $36K in Q2 2021.
132 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q2 2026.

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