Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Oxford Square Capital OXSQ Stock Holding History

Cambridge Investment Research Advisors’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 		$14K Sell
10,863
-200
-2% -$320 ﹤0.01% 3756
2026
Q1 		$20K Sell
11,063
-8,259
-43% -$14.9K ﹤0.01% 3894
2025
Q4 		$34K Hold
19,322
– – ﹤0.01% 3773
2025
Q3 		$31K Buy
19,322
+183
+1% +$402 ﹤0.01% 3679
2025
Q2 		$43K Buy
19,139
+357
+2% +$856 ﹤0.01% 3551
2025
Q1 		$49K Buy
18,782
+5,626
+43% +$15.1K ﹤0.01% 3407
2024
Q4 		$32K Buy
13,156
+1,981
+18% +$5.46K ﹤0.01% 3402
2024
Q3 		$32K Sell
11,175
-680
-6% -$2K ﹤0.01% 3349
2024
Q2 		$35K Buy
11,855
+144
+1% +$449 ﹤0.01% 3242
2024
Q1 		$37K Buy
11,711
+370
+3% +$1.13K ﹤0.01% 3238
2023
Q4 		$32K Sell
11,341
-1,243
-10% -$3.65K ﹤0.01% 3123
2023
Q3 		$38K Buy
+12,584
New +$38K ﹤0.01% 3058
2021
Q3 		– Sell
-10,711
Closed -$53K – 3166
2021
Q2 		$53K Buy
+10,711
New +$53K ﹤0.01% 3025
2018
Q4 		– Sell
-10,035
Closed -$71K – 2242
2018
Q3 		$71K Sell
10,035
-300
-3% -$2.16K ﹤0.01% 2168
2018
Q2 		$71K Sell
10,335
-913
-8% -$6.05K ﹤0.01% 2136
2018
Q1 		$69K Hold
11,248
– – ﹤0.01% 2082
2017
Q4 		$65K Buy
+11,248
New +$70.2K ﹤0.01% 2052
2017
Q1 		– Sell
-10,902
Closed -$72K – 1791
2016
Q4 		$72K Buy
+10,902
New +$67.4K ﹤0.01% 1608

Other funds holding OXSQ

SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $235M AUM 31.01% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Cambridge Investment Research Advisors's OXSQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Oxford Square Capital (OXSQ) stake by 1.8% in Q2 2026, selling an estimated $320 and leaving 10,863 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Cambridge Investment Research Advisors first reported a position in OXSQ in Q4 2016 and has held it in 18 quarters since. The position peaked at $72K in Q4 2016. 10 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,863 shares of Oxford Square Capital worth $14K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 200 Oxford Square Capital shares in Q2 2026, an estimated $320.
  • Oxford Square Capital made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3756 holding.
  • Cambridge Investment Research Advisors first reported a position in Oxford Square Capital in Q4 2016 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's Oxford Square Capital position peaked at $72K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.