ACA
OXLC

Aptus Capital Advisors’s Oxford Lane Capital OXLC Stock Holding History

Aptus Capital Advisors’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 		– Sell
-40,135
Closed -$588K – 1759
2025
Q4 		$588K Hold
40,135
– – ﹤0.01% 693
2025
Q3 		$679K Buy
40,135
+12,925
+48% +$236K ﹤0.01% 632
2025
Q2 		$571K Buy
27,210
+415
+2% +$9.32K ﹤0.01% 647
2025
Q1 		$632K Buy
26,795
+520
+2% +$12.9K 0.01% 588
2024
Q4 		$666K Buy
26,275
+5,850
+29% +$153K 0.01% 564
2024
Q3 		$535K Hold
20,425
– – 0.01% 522
2024
Q2 		$554K Buy
20,425
+360
+2% +$9.48K 0.01% 485
2024
Q1 		$510K Buy
20,065
+2,808
+16% +$72.1K 0.01% 513
2023
Q4 		$426K Buy
+17,257
New +$425K 0.01% 410

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Aptus Capital Advisors's OXLC Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 40,135 shares — an estimated $588K sold.

Aptus Capital Advisors first reported a position in OXLC in Q4 2023 and held it in 9 quarters. The position peaked at $679K in Q3 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 40,135 Oxford Lane Capital shares in Q1 2026, an estimated $588K.
  • Aptus Capital Advisors first reported a position in Oxford Lane Capital in Q4 2023 and held it in 9 quarters.
  • Aptus Capital Advisors's Oxford Lane Capital position peaked at $679K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.