Brian Low Financial Group’s Oxford Square Capital OXSQ Stock Holding History

Brian Low Financial Group’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	$166K	Buy	+126,000	New	+$202K	0.1%	113

Other funds holding OXSQ

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

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Brian Low Financial Group's OXSQ Position: Q2 2026 in Review

Brian Low Financial Group opened a new position in Oxford Square Capital (OXSQ) in Q2 2026: 126,000 shares worth $166K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings.

13 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Brian Low Financial Group held 126,000 shares of Oxford Square Capital worth $166K as of Q2 2026.
Oxford Square Capital was a new Brian Low Financial Group position in Q2 2026.
Oxford Square Capital made up 0.1% of Brian Low Financial Group's portfolio in Q2 2026, its #113 holding.
13 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.