AAS
OXLC

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

Ameritas Advisory Services’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
-25
Closed -$423 – 1753
2025
Q3 		$423 Sell
25
-1,322
-98% -$24.2K ﹤0.01% 2094
2025
Q2 		$28.3K Buy
+1,347
New +$30.3K ﹤0.01% 1582
2023
Q2 		– Sell
-285
Closed -$7.46K – 1926
2023
Q1 		$7.46K Buy
+285
New +$7.95K ﹤0.01% 2019

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 25 shares — an estimated $423 sold.

Ameritas Advisory Services first reported a position in OXLC in Q1 2023 and held it in 3 quarters. The position peaked at $28.3K in Q2 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 25 Oxford Lane Capital shares in Q4 2025, an estimated $423.
  • Ameritas Advisory Services first reported a position in Oxford Lane Capital in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Oxford Lane Capital position peaked at $28.3K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.