BAM
OXLC

Belpointe Asset Management’s Oxford Lane Capital OXLC Stock Holding History

Belpointe Asset Management’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
-4,572
Closed -$96K – 1030
2025
Q2 		$96K Buy
4,572
+268
+6% +$6.02K ﹤0.01% 908
2025
Q1 		$102K Buy
4,304
+1,314
+44% +$32.7K 0.01% 888
2024
Q4 		$80.1K Sell
2,990
-48
-2% -$1.26K ﹤0.01% 838
2024
Q3 		$79.6K Buy
3,038
+216
+8% +$5.83K ﹤0.01% 848
2024
Q2 		$76.5K Buy
2,822
+307
+12% +$8.09K 0.01% 765
2024
Q1 		$63.9K Buy
2,515
+151
+6% +$3.88K ﹤0.01% 776
2023
Q4 		$58.4K Buy
2,364
+92
+4% +$2.27K 0.01% 696
2023
Q3 		$56.7K Buy
2,272
+136
+6% +$3.5K 0.01% 640
2023
Q2 		$51.7K Sell
2,136
-528
-20% -$13.5K 0.01% 601
2023
Q1 		$69.7K Buy
2,664
+284
+12% +$7.92K ﹤0.01% 1514
2022
Q4 		$60.3K Buy
+2,380
New +$61.4K ﹤0.01% 1497
2021
Q1 		– Sell
-3,697
Closed -$100K – 1053
2020
Q4 		$100K Sell
3,697
-65,765
-95% -$1.62M 0.01% 952
2020
Q3 		$1.53M Buy
+69,462
New +$1.49M 0.17% 127
2017
Q4 		– Sell
-3,188
Closed -$163K – 488
2017
Q3 		$163K Buy
+3,188
New +$168K 0.04% 408

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

Belpointe Asset Management's OXLC Position: Q3 2025 in Review

Belpointe Asset Management sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 4,572 shares — an estimated $96K sold.

Belpointe Asset Management first reported a position in OXLC in Q3 2017 and held it in 14 quarters. The position peaked at $1.53M in Q3 2020. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Belpointe Asset Management reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,572 Oxford Lane Capital shares in Q3 2025, an estimated $96K.
  • Belpointe Asset Management first reported a position in Oxford Lane Capital in Q3 2017 and held it in 14 quarters.
  • Belpointe Asset Management's Oxford Lane Capital position peaked at $1.53M in Q3 2020.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.