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Oxford Financial Group’s Tyler Technologies TYL Stock Holding History

Oxford Financial Group’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-480
Closed -$279K – 269
2025
Q1 		$279K Sell
480
-25
-5% -$14.8K 0.02% 182
2024
Q4 		$291K Buy
505
+12
+2% +$7.25K 0.02% 206
2024
Q3 		$288K Sell
493
-190
-28% -$107K 0.02% 203
2024
Q2 		$343K Buy
+683
New +$315K 0.02% 195
2024
Q1 		– Sell
-525
Closed -$220K – 304
2023
Q4 		$220K Sell
525
-600
-53% -$240K 0.02% 222
2023
Q3 		$434K Sell
1,125
-107
-9% -$42K 0.04% 141
2023
Q2 		$513K Buy
+1,232
New +$474K 0.05% 135

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oxford Financial Group's TYL Position: Q2 2025 in Review

Oxford Financial Group sold out of Tyler Technologies (TYL) in Q2 2025, closing a stake of 480 shares — an estimated $279K sold.

Oxford Financial Group first reported a position in TYL in Q2 2023 and held it in 7 quarters. The position peaked at $513K in Q2 2023. 842 funds tracked by Wall St. Rank hold TYL as of Q2 2025.

  • Oxford Financial Group reported no remaining Tyler Technologies position as of Q2 2025 after selling out during the quarter.
  • Oxford Financial Group sold 480 Tyler Technologies shares in Q2 2025, an estimated $279K.
  • Oxford Financial Group first reported a position in Tyler Technologies in Q2 2023 and held it in 7 quarters.
  • Oxford Financial Group's Tyler Technologies position peaked at $513K in Q2 2023.
  • 842 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.