AF
OXLC

Allworth Financial’s Oxford Lane Capital OXLC Stock Holding History

Allworth 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 		$109K Buy
11,159
+1,056
+10% +$11.6K ﹤0.01% 1781
2025
Q4 		$148K Sell
10,103
-8,965
-47% -$134K ﹤0.01% 1507
2025
Q3 		$323K Buy
19,068
+26
+0.1% +$475 ﹤0.01% 1065
2025
Q2 		$400K Buy
19,042
+18,535
+3,656% +$416K ﹤0.01% 906
2025
Q1 		$11.5K Hold
507
– – ﹤0.01% 2363
2024
Q4 		$12.8K Hold
507
– – ﹤0.01% 2339
2024
Q3 		$13.3K Sell
507
-262
-34% -$7.07K ﹤0.01% 2134
2024
Q2 		$21.4K Hold
769
– – ﹤0.01% 1840
2024
Q1 		$19.5K Sell
769
-1,085
-59% -$27.9K ﹤0.01% 1790
2023
Q4 		$45.8K Buy
+1,854
New +$45.7K ﹤0.01% 1231
2022
Q3 		– Sell
-500
Closed -$14K – 2982
2022
Q2 		$14K Buy
+500
New +$16.4K ﹤0.01% 1410

Other funds holding OXLC

Morgan Stanley
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 $4.21B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return