Border to Coast Pensions Partnership’s Oxford Lane Capital OXLC Stock Holding History

Border to Coast Pensions Partnership’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	–	Sell	-440,000	Closed	-$4.32M	–	93
2026 Q1	$4.32M	Hold	440,000	–	–	0.07%	89
2025 Q4	$6.45M	Hold	440,000	–	–	0.11%	81
2025 Q3	$7.45M	Hold	440,000	–	–	0.13%	82
2025 Q2	$9.24M	Hold	440,000	–	–	0.17%	81
2025 Q1	$10.4M	Buy	440,000 +70,000	+19%	+$1.74M	0.21%	81
2024 Q4	$9.37M	Buy	370,000 +89,000	+32%	+$2.33M	0.18%	81
2024 Q3	$7.34M	Buy	+281,000	New	+$7.58M	0.15%	81

Other funds holding OXLC

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Border to Coast Pensions Partnership's OXLC Position: Q2 2026 in Review

Border to Coast Pensions Partnership sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 440,000 shares — an estimated $4.32M sold.

Border to Coast Pensions Partnership first reported a position in OXLC in Q3 2024 and held it in 7 quarters. The position peaked at $10.4M in Q1 2025. 32 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Border to Coast Pensions Partnership reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
Border to Coast Pensions Partnership sold 440,000 Oxford Lane Capital shares in Q2 2026, an estimated $4.32M.
Border to Coast Pensions Partnership first reported a position in Oxford Lane Capital in Q3 2024 and held it in 7 quarters.
Border to Coast Pensions Partnership's Oxford Lane Capital position peaked at $10.4M in Q1 2025.
32 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.