Advisornet Financial’s Oxford Lane Capital OXLC Stock Holding History

Advisornet Financial’s Portfolio OXLC Stock Details OXLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1K	Sell	2,863 -59	-2%	-$571	﹤0.01%	1326
2026 Q1	$28.6K	Buy	2,922 +651	+29%	+$7.17K	﹤0.01%	1235
2025 Q4	$33.2K	Buy	2,271 +158	+7%	+$2.36K	﹤0.01%	1190
2025 Q3	$35.8K	Buy	2,113 +873	+70%	+$16K	﹤0.01%	1128
2025 Q2	$26K	Buy	1,240 +596	+93%	+$13.4K	﹤0.01%	1190
2025 Q1	$15.2K	Buy	+644	New	+$16K	﹤0.01%	1293
2024 Q1	–	Sell	-11	Closed	-$272	–	2388
2023 Q4	$272	Hold	11	–	–	﹤0.01%	2248
2023 Q3	$262	Buy	11 +1	+10%	+$26	﹤0.01%	2101
2023 Q2	$246	Hold	10	–	–	﹤0.01%	2187
2023 Q1	$254	Buy	10 +1	+11%	+$28	﹤0.01%	2206
2022 Q4	$236	Hold	9	–	–	﹤0.01%	2187
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1991
2022 Q2	$0	Buy	9 +1	+13%	+$33	﹤0.01%	2070
2022 Q1	$0	Buy	+8	New	+$308	﹤0.01%	2140
2020 Q1	–	Sell	-60	Closed	-$2K	–	1897
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	1692
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	1639
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	1472
2019 Q1	$3K	Buy	+60	New	+$3.02K	﹤0.01%	1379

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Advisornet Financial's OXLC Position: Q2 2026 in Review

Advisornet Financial reduced its Oxford Lane Capital (OXLC) stake by 2% in Q2 2026, selling an estimated $571 and leaving 2,863 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Advisornet Financial first reported a position in OXLC in Q1 2019 and has held it in 18 quarters since. The position peaked at $35.8K in Q3 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Advisornet Financial held 2,863 shares of Oxford Lane Capital worth $25.1K as of Q2 2026.
Advisornet Financial sold 59 Oxford Lane Capital shares in Q2 2026, an estimated $571.
Oxford Lane Capital made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1326 holding.
Advisornet Financial first reported a position in Oxford Lane Capital in Q1 2019 and has held it in 18 quarters since.
Advisornet Financial's Oxford Lane Capital position peaked at $35.8K in Q3 2025.
94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.