Commonwealth Equity Services’s Oxford Lane Capital OXLC Stock Holding History

Commonwealth Equity Services’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	$253K	Sell	25,881 -9,130	-26%	-$101K	﹤0.01%	3778
2025 Q4	$513K	Buy	35,011 +2,058	+6%	+$30.8K	﹤0.01%	3165
2025 Q3	$558K	Buy	32,953 +7,289	+28%	+$133K	﹤0.01%	3086
2025 Q2	$539K	Sell	25,664 -32,211	-56%	-$724K	﹤0.01%	3080
2025 Q1	$1.37M	Sell	57,875 -1,206	-2%	-$30K	﹤0.01%	2214
2024 Q4	$1.5M	Sell	59,081 -2,064	-3%	-$54.1K	﹤0.01%	2078
2024 Q3	$1.6M	Sell	61,145 -8,958	-13%	-$242K	﹤0.01%	1975
2024 Q2	$1.9M	Buy	70,103 +5,210	+8%	+$137K	﹤0.01%	1822
2024 Q1	$1.65M	Sell	64,893 -869	-1%	-$22.3K	﹤0.01%	1901
2023 Q4	$1.62M	Sell	65,762 -7,207	-10%	-$178K	﹤0.01%	1834
2023 Q3	$1.82M	Buy	72,969 +2,568	+4%	+$66.1K	﹤0.01%	1668
2023 Q2	$1.7M	Buy	70,401 +4,190	+6%	+$107K	﹤0.01%	1738
2023 Q1	$1.73K	Sell	66,211 -3,724	-5%	-$104K	﹤0.01%	1659
2022 Q4	$1.77M	Buy	69,935 +5,055	+8%	+$130K	﹤0.01%	1582
2022 Q3	$1.68M	Buy	64,880 +7,506	+13%	+$226K	﹤0.01%	1544
2022 Q2	$1.63M	Buy	57,374 +1,724	+3%	+$56.5K	﹤0.01%	1549
2022 Q1	$2.01M	Sell	55,650 -930	-2%	-$35.8K	﹤0.01%	1504
2021 Q4	$2.18M	Buy	56,580 +3,973	+8%	+$155K	﹤0.01%	1440
2021 Q3	$1.9M	Buy	52,607 +5,140	+11%	+$186K	﹤0.01%	1463
2021 Q2	$1.76M	Sell	47,467 -695	-1%	-$24.3K	﹤0.01%	1514
2021 Q1	$1.52M	Buy	48,162 +1,246	+3%	+$39.4K	﹤0.01%	1507
2020 Q4	$1.27M	Buy	46,916 +3,587	+8%	+$88.4K	﹤0.01%	1512
2020 Q3	$953K	Sell	43,329 -607	-1%	-$13K	﹤0.01%	1526
2020 Q2	$902K	Buy	43,936 +12,875	+41%	+$261K	﹤0.01%	1485
2020 Q1	$647K	Buy	31,061 +13,231	+74%	+$509K	﹤0.01%	1534
2019 Q4	$727K	Buy	17,830 +231	+1%	+$10.3K	﹤0.01%	1638
2019 Q3	$818K	Buy	17,599 +2,402	+16%	+$121K	﹤0.01%	1486
2019 Q2	$765K	Buy	15,197 +1,789	+13%	+$92.8K	﹤0.01%	1524
2019 Q1	$659K	Buy	13,408 +2,414	+22%	+$122K	﹤0.01%	1565
2018 Q4	$533K	Buy	10,994 +3,497	+47%	+$177K	﹤0.01%	1595
2018 Q3	$397K	Buy	7,497 +3,431	+84%	+$188K	﹤0.01%	1950
2018 Q2	$212K	Buy	+4,066	New	+$218K	﹤0.01%	2417
2015 Q3	–	Sell	-2,052	Closed	-$146K	–	2202
2015 Q2	$146K	Buy	+2,052	New	+$154K	﹤0.01%	2007
2014 Q2	–	Sell	-2,075	Closed	-$173K	–	2082
2014 Q1	$173K	Buy	+2,075	New	+$181K	﹤0.01%	1798

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

Commonwealth Equity Services's OXLC Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Oxford Lane Capital (OXLC) stake by 26% in Q1 2026, selling an estimated $101K and leaving 25,881 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Commonwealth Equity Services first reported a position in OXLC in Q1 2014 and has held it in 34 quarters since. The position peaked at $2.18M in Q4 2021. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

Commonwealth Equity Services held 25,881 shares of Oxford Lane Capital worth $253K as of Q1 2026.
Commonwealth Equity Services sold 9,130 Oxford Lane Capital shares in Q1 2026, an estimated $101K.
Oxford Lane Capital made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3778 holding.
Commonwealth Equity Services first reported a position in Oxford Lane Capital in Q1 2014 and has held it in 34 quarters since.
Commonwealth Equity Services's Oxford Lane Capital position peaked at $2.18M in Q4 2021.
87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.