BA
OXLC

Bard Associates’s Oxford Lane Capital OXLC Stock Holding History

Bard Associates’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
Q2 		– Sell
-12,713
Closed -$300K – 184
2025
Q1 		$300K Hold
12,713
– – 0.11% 139
2024
Q4 		$322K Sell
12,713
-130
-1% -$3.4K 0.11% 137
2024
Q3 		$336K Hold
12,843
– – 0.11% 144
2024
Q2 		$348K Hold
12,843
– – 0.13% 136
2024
Q1 		$326K Sell
12,843
-151
-1% -$3.88K 0.12% 141
2023
Q4 		$321K Sell
12,994
-535
-4% -$13.2K 0.12% 138
2023
Q3 		$338K Sell
13,529
-60
-0.4% -$1.54K 0.14% 132
2023
Q2 		$329K Sell
13,589
-95
-0.7% -$2.43K 0.13% 136
2023
Q1 		$358K Sell
13,684
-165
-1% -$4.6K 0.15% 134
2022
Q4 		$351K Sell
13,849
-1,100
-7% -$28.4K 0.15% 130
2022
Q3 		$386K Buy
14,949
+910
+6% +$27.4K 0.17% 120
2022
Q2 		$399K Buy
14,039
+100
+0.7% +$3.28K 0.17% 124
2022
Q1 		$505K Hold
13,939
– – 0.18% 128
2021
Q4 		$537K Buy
13,939
+3,370
+32% +$131K 0.18% 128
2021
Q3 		$381K Hold
10,569
– – 0.13% 137
2021
Q2 		$392K Sell
10,569
-50
-0.5% -$1.75K 0.13% 135
2021
Q1 		$334K Sell
10,619
-130
-1% -$4.12K 0.12% 131
2020
Q4 		$291K Sell
10,749
-270
-2% -$6.66K 0.11% 130
2020
Q3 		$242K Sell
11,019
-305
-3% -$6.53K 0.13% 128
2020
Q2 		$233K Sell
11,324
-70
-0.6% -$1.42K 0.13% 128
2020
Q1 		$238K Sell
11,394
-40
-0.3% -$1.54K 0.18% 112
2019
Q4 		$466K Sell
11,434
-821
-7% -$36.5K 0.24% 106
2019
Q3 		$570K Sell
12,255
-310
-2% -$15.7K 0.29% 103
2019
Q2 		$633K Sell
12,565
-300
-2% -$15.6K 0.32% 98
2019
Q1 		$633K Sell
12,865
-260
-2% -$13.1K 0.32% 97
2018
Q4 		$637K Sell
13,125
-80
-0.6% -$4.06K 0.37% 86
2018
Q3 		$700K Hold
13,205
– – 0.32% 99
2018
Q2 		$688K Sell
13,205
-500
-4% -$26.8K 0.32% 101
2018
Q1 		$694K Sell
13,705
-1,122
-8% -$56.8K 0.35% 98
2017
Q4 		$745K Sell
14,827
-431
-3% -$22.2K 0.36% 98
2017
Q3 		$778K Sell
15,258
-180
-1% -$9.47K 0.36% 99
2017
Q2 		$765K Sell
15,438
-100
-0.6% -$5.37K 0.35% 103
2017
Q1 		$865K Sell
15,538
-270
-2% -$14.9K 0.4% 92
2016
Q4 		$831K Sell
15,808
-650
-4% -$34.9K 0.39% 89
2016
Q3 		$862K Sell
16,458
-262
-2% -$13.3K 0.42% 84
2016
Q2 		$693K Sell
16,720
-60
-0.4% -$2.67K 0.37% 91
2016
Q1 		$709K Sell
16,780
-790
-4% -$33.7K 0.41% 89
2015
Q4 		$875K Sell
17,570
-1,922
-10% -$106K 0.52% 73
2015
Q3 		$1.11M Sell
19,492
-560
-3% -$38K 0.64% 61
2015
Q2 		$1.43M Sell
20,052
-701
-3% -$52.8K 0.71% 58
2015
Q1 		$1.54M Sell
20,753
-380
-2% -$28.7K 0.74% 56
2014
Q4 		$1.58M Buy
21,133
+200
+1% +$15.6K 0.74% 55
2014
Q3 		$1.6M Sell
20,933
-45
-0.2% -$3.72K 0.75% 55
2014
Q2 		$1.77M Buy
20,978
+200
+1% +$17K 0.7% 51
2014
Q1 		$1.74M Sell
20,778
-140
-0.7% -$12.2K 0.73% 50
2013
Q4 		$1.81M Sell
20,918
-215
-1% -$17.3K 0.75% 44
2013
Q3 		$1.62M Hold
21,133
– – 0.72% 44
2013
Q2 		$1.75M Buy
+21,133
New +$1.75M 0.82% 43

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bard Associates's OXLC Position: Q2 2025 in Review

Bard Associates sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 12,713 shares — an estimated $300K sold.

Bard Associates first reported a position in OXLC in Q2 2013 and held it in 48 quarters. The position peaked at $1.81M in Q4 2013. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Bard Associates reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
  • Bard Associates sold 12,713 Oxford Lane Capital shares in Q2 2025, an estimated $300K.
  • Bard Associates first reported a position in Oxford Lane Capital in Q2 2013 and held it in 48 quarters.
  • Bard Associates's Oxford Lane Capital position peaked at $1.81M in Q4 2013.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Bard Associates's 13F filing for Q2 2025, filed 5 Aug 2025.