BBHC
OXLC

Brown Brothers Harriman & Co’s Oxford Lane Capital OXLC Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-3,569
Closed -$90.5K – 1431
2024
Q4 		$90.5K Buy
+3,569
New +$93.5K ﹤0.01% 742

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brown Brothers Harriman & Co's OXLC Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 3,569 shares — an estimated $90.5K sold.

Brown Brothers Harriman & Co first reported a position in OXLC in Q4 2024 and held it in 1 quarter. The position peaked at $90.5K in Q4 2024. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 3,569 Oxford Lane Capital shares in Q1 2025, an estimated $90.5K.
  • Brown Brothers Harriman & Co first reported a position in Oxford Lane Capital in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Oxford Lane Capital position peaked at $90.5K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.