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Advisory Solutions Group’s Oxford Lane Capital OXLC Stock Holding History

Advisory Solutions Group’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
Q3 		$507K Sell
56,226
-6,716
-11% -$61.7K 0.11% 165
2026
Q2 		$551K Buy
+62,942
New +$609K 0.19% 107

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Delphi Financial Group
Delphi Financial Group Wilmington, Delaware $197M AUM 5.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisory Solutions Group's OXLC Position: Q3 2026 in Review

Advisory Solutions Group reduced its Oxford Lane Capital (OXLC) stake by 11% in Q3 2026, selling an estimated $61.7K and leaving 56,226 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #165.

Advisory Solutions Group first reported a position in OXLC in Q2 2026 and has held it in 2 quarters since. The position peaked at $551K in Q2 2026. 77 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Advisory Solutions Group held 56,226 shares of Oxford Lane Capital worth $507K as of Q3 2026.
  • Advisory Solutions Group sold 6,716 Oxford Lane Capital shares in Q3 2026, an estimated $61.7K.
  • Oxford Lane Capital made up 0.11% of Advisory Solutions Group's portfolio in Q3 2026, its #165 holding.
  • Advisory Solutions Group first reported a position in Oxford Lane Capital in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's Oxford Lane Capital position peaked at $551K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.