BTI
OXLC

Blue Trust Inc’s Oxford Lane Capital OXLC Stock Holding History

Blue Trust Inc’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 		– Sell
-60
Closed -$878 – 2628
2025
Q4 		$878 Sell
60
-60
-50% -$898 ﹤0.01% 2310
2025
Q3 		$2.03K Buy
+120
New +$2.19K ﹤0.01% 2150

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

Blue Trust Inc's OXLC Position: Q1 2026 in Review

Blue Trust Inc sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 60 shares — an estimated $878 sold.

Blue Trust Inc first reported a position in OXLC in Q3 2025 and held it in 2 quarters. The position peaked at $2.03K in Q3 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Blue Trust Inc reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 60 Oxford Lane Capital shares in Q1 2026, an estimated $878.
  • Blue Trust Inc first reported a position in Oxford Lane Capital in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Oxford Lane Capital position peaked at $2.03K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.