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 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 $1.42B AUM 34.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Oxford Financial Group held its Lineage Cell Therapeutics (LCTX) position steady in Q1 2026 at 12,630 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Oxford Financial Group first reported a position in LCTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $36K in Q2 2021. 130 funds tracked by Wall St. Rank hold LCTX as of Q1 2026.

Oxford Financial Group held 12,630 shares of Lineage Cell Therapeutics worth $20K as of Q1 2026.
Oxford Financial Group left its Lineage Cell Therapeutics share count unchanged in Q1 2026.
Lineage Cell Therapeutics made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #280 holding.
Oxford Financial Group first reported a position in Lineage Cell Therapeutics in Q4 2020 and has held it in 22 quarters since.
Oxford Financial Group's Lineage Cell Therapeutics position peaked at $36K in Q2 2021.
130 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q1 2026.

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