Burney Company’s Oxford Lane Capital OXLC Stock Holding History

Burney Company’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	-12,651	Closed	-$185K	–	632
2025 Q4	$185K	Buy	+12,651	New	+$189K	0.01%	597

Other funds holding OXLC

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Burney Company's OXLC Position: Q1 2026 in Review

Burney Company sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 12,651 shares — an estimated $185K sold.

Burney Company first reported a position in OXLC in Q4 2025 and held it in 1 quarter. The position peaked at $185K in Q4 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

Burney Company reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
Burney Company sold 12,651 Oxford Lane Capital shares in Q1 2026, an estimated $185K.
Burney Company first reported a position in Oxford Lane Capital in Q4 2025 and held it in 1 quarter.
Burney Company's Oxford Lane Capital position peaked at $185K in Q4 2025.
87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.