BFA
OXLC

Beacon Financial Advisory’s Oxford Lane Capital OXLC Stock Holding History

Beacon Financial Advisory’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
Q3 		– Sell
-3,878
Closed -$81.4K – 388
2025
Q2 		$81.4K Buy
3,878
+372
+11% +$8.36K 0.02% 350
2025
Q1 		$82.7K Buy
3,506
+68
+2% +$1.69K 0.03% 327
2024
Q4 		$87.1K Buy
3,438
+173
+5% +$4.53K 0.03% 296
2024
Q3 		$85.5K Sell
3,265
-1,727
-35% -$46.6K 0.03% 294
2024
Q2 		$135K Buy
4,992
+2,176
+77% +$57.3K 0.05% 281
2024
Q1 		$71.5K Buy
2,816
+127
+5% +$3.26K 0.03% 238
2023
Q4 		$66.4K Sell
2,689
-368
-12% -$9.07K 0.03% 245
2023
Q3 		$76.3K Buy
3,057
+47
+2% +$1.21K 0.04% 218
2023
Q2 		$72.9K Buy
3,010
+43
+1% +$1.1K 0.04% 215
2023
Q1 		$77.6K Sell
2,967
-30
-1% -$836 0.05% 203
2022
Q4 		$76K Buy
2,997
+27
+0.9% +$696 0.05% 188
2022
Q3 		$77K Buy
2,970
+695
+31% +$20.9K 0.05% 186
2022
Q2 		$65K Buy
+2,275
New +$74.6K 0.04% 216

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Beacon Financial Advisory's OXLC Position: Q3 2025 in Review

Beacon Financial Advisory sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 3,878 shares — an estimated $81.4K sold.

Beacon Financial Advisory first reported a position in OXLC in Q2 2022 and held it in 13 quarters. The position peaked at $135K in Q2 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Beacon Financial Advisory reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 3,878 Oxford Lane Capital shares in Q3 2025, an estimated $81.4K.
  • Beacon Financial Advisory first reported a position in Oxford Lane Capital in Q2 2022 and held it in 13 quarters.
  • Beacon Financial Advisory's Oxford Lane Capital position peaked at $135K in Q2 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Beacon Financial Advisory's 13F filing for Q3 2025, filed 29 Oct 2025.