Advisory Services Network’s Oxford Lane Capital OXLC Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-45	Closed	-$762	–	3512
2025 Q3	$762	Buy	+45	New	+$823	﹤0.01%	3990
2023 Q2	–	Sell	-27	Closed	-$699	–	2961
2023 Q1	$699	Buy	27 +1	+4%	+$28	﹤0.01%	3677
2022 Q4	$649	Buy	+26	New	+$671	﹤0.01%	3694
2021 Q3	–	Sell	-21	Closed	-$1K	–	2663
2021 Q2	$1K	Buy	+21	New	+$735	﹤0.01%	3488
2021 Q1	–	Sell	-20	Closed	-$1K	–	2449
2020 Q4	$1K	Sell	20 -80	-80%	-$1.97K	﹤0.01%	3170
2020 Q3	$2K	Buy	+100	New	+$2.14K	﹤0.01%	3152
2020 Q2	–	Sell	-80	Closed	-$2K	–	2215
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	2766
2019 Q4	$3K	Buy	+80	New	+$3.55K	﹤0.01%	2774

Other funds holding OXLC

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

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

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisory Services Network's OXLC Position: Q4 2025 in Review

Advisory Services Network sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 45 shares — an estimated $762 sold.

Advisory Services Network first reported a position in OXLC in Q4 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

Advisory Services Network reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 45 Oxford Lane Capital shares in Q4 2025, an estimated $762.
Advisory Services Network first reported a position in Oxford Lane Capital in Q4 2019 and held it in 8 quarters.
Advisory Services Network's Oxford Lane Capital position peaked at $3K in Q4 2019.
112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.