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 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 $1.66T AUM 25.57% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Advisornet Financial's OXLC Position: Q1 2026 in Review

Advisornet Financial increased its Oxford Lane Capital (OXLC) stake by 29% in Q1 2026, buying an estimated $7.17K and bringing the position to 2,922 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Advisornet Financial first reported a position in OXLC in Q1 2019 and has held it in 17 quarters since. The position peaked at $35.8K in Q3 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

Advisornet Financial held 2,922 shares of Oxford Lane Capital worth $28.6K as of Q1 2026.
Advisornet Financial bought 651 Oxford Lane Capital shares in Q1 2026, an estimated $7.17K.
Oxford Lane Capital made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1235 holding.
Advisornet Financial first reported a position in Oxford Lane Capital in Q1 2019 and has held it in 17 quarters since.
Advisornet Financial's Oxford Lane Capital position peaked at $35.8K in Q3 2025.
87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.