BostonPremier Wealth’s Oxford Square Capital OXSQ Stock Holding History

BostonPremier Wealth’s Portfolio OXSQ Stock Details OXSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.4K	Hold	26,026	–	–	0.01%	78
2026 Q1	$46.1K	Sell	26,026 -9,200	-26%	-$16.6K	0.02%	70
2025 Q4	$62K	Hold	35,226	–	–	0.03%	69
2025 Q3	$56K	Sell	35,226 -26,300	-43%	-$57.8K	0.03%	73
2025 Q2	$137K	Hold	61,526	–	–	0.08%	63
2025 Q1	$161K	Sell	61,526 -4,200	-6%	-$11.3K	0.1%	58
2024 Q4	$160K	Buy	+65,726	New	+$181K	0.1%	59

Other funds holding OXSQ

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BostonPremier Wealth's OXSQ Position: Q2 2026 in Review

BostonPremier Wealth held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 26,026 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #78.

BostonPremier Wealth first reported a position in OXSQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q1 2025. 46 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

BostonPremier Wealth held 26,026 shares of Oxford Square Capital worth $34.4K as of Q2 2026.
BostonPremier Wealth left its Oxford Square Capital share count unchanged in Q2 2026.
Oxford Square Capital made up 0.01% of BostonPremier Wealth's portfolio in Q2 2026, its #78 holding.
BostonPremier Wealth first reported a position in Oxford Square Capital in Q4 2024 and has held it in 7 quarters since.
BostonPremier Wealth's Oxford Square Capital position peaked at $161K in Q1 2025.
46 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.