CSPIA
OXLC

Cary Street Partners Investment Advisory’s Oxford Lane Capital OXLC Stock Holding History

Cary Street Partners Investment Advisory’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
-1,000
Closed -$14.6K – 715
2025
Q4 		$14.6K Sell
1,000
-3,929
-80% -$58.8K ﹤0.01% 598
2025
Q3 		$83.4K Buy
4,929
+3,429
+229% +$62.7K 0.03% 386
2025
Q2 		$31.5K Buy
+1,500
New +$33.7K 0.02% 450

Other funds holding OXLC

Morgan Stanley
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 35.02% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Cary Street Partners Investment Advisory's OXLC Position: Q1 2026 in Review

Cary Street Partners Investment Advisory sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 1,000 shares — an estimated $14.6K sold.

Cary Street Partners Investment Advisory first reported a position in OXLC in Q2 2025 and held it in 3 quarters. The position peaked at $83.4K in Q3 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Cary Street Partners Investment Advisory reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,000 Oxford Lane Capital shares in Q1 2026, an estimated $14.6K.
  • Cary Street Partners Investment Advisory first reported a position in Oxford Lane Capital in Q2 2025 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Oxford Lane Capital position peaked at $83.4K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.