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Acorn Wealth Advisors’s Oxford Square Capital OXSQ Stock Holding History

Acorn Wealth Advisors’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22K Buy
12,447
+390
+3% +$706 0.01% 262
2025
Q4 		$21.2K Buy
+12,057
New +$21.9K 0.01% 268

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Acorn Wealth Advisors's OXSQ Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Oxford Square Capital (OXSQ) stake by 3.2% in Q1 2026, buying an estimated $706 and bringing the position to 12,447 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #262.

Acorn Wealth Advisors first reported a position in OXSQ in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

  • Acorn Wealth Advisors held 12,447 shares of Oxford Square Capital worth $22K as of Q1 2026.
  • Acorn Wealth Advisors bought 390 Oxford Square Capital shares in Q1 2026, an estimated $706.
  • Oxford Square Capital made up 0.01% of Acorn Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • Acorn Wealth Advisors first reported a position in Oxford Square Capital in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.