AW
OXLC

Avion Wealth’s Oxford Lane Capital OXLC Stock Holding History

Avion Wealth’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 		$3K Buy
356
+40
+13% +$441 ﹤0.01% 808
2025
Q4 		$4K Buy
+316
New +$4.73K ﹤0.01% 723

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 $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B 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

Avion Wealth's OXLC Position: Q1 2026 in Review

Avion Wealth increased its Oxford Lane Capital (OXLC) stake by 13% in Q1 2026, buying an estimated $441 and bringing the position to 356 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Avion Wealth first reported a position in OXLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $4K in Q4 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Avion Wealth held 356 shares of Oxford Lane Capital worth $3K as of Q1 2026.
  • Avion Wealth bought 40 Oxford Lane Capital shares in Q1 2026, an estimated $441.
  • Oxford Lane Capital made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #808 holding.
  • Avion Wealth first reported a position in Oxford Lane Capital in Q4 2025 and has held it in 2 quarters since.
  • Avion Wealth's Oxford Lane Capital position peaked at $4K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.