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
Q2 		$3K Buy
379
+23
+6% +$223 ﹤0.01% 974
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 $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
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
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Avion Wealth's OXLC Position: Q2 2026 in Review

Avion Wealth increased its Oxford Lane Capital (OXLC) stake by 6.5% in Q2 2026, buying an estimated $223 and bringing the position to 379 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Avion Wealth first reported a position in OXLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Avion Wealth held 379 shares of Oxford Lane Capital worth $3K as of Q2 2026.
  • Avion Wealth bought 23 Oxford Lane Capital shares in Q2 2026, an estimated $223.
  • Oxford Lane Capital made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #974 holding.
  • Avion Wealth first reported a position in Oxford Lane Capital in Q4 2025 and has held it in 3 quarters since.
  • Avion Wealth's Oxford Lane Capital position peaked at $4K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.