CA
OXLC

CoreCap Advisors’s Oxford Lane Capital OXLC Stock Holding History

CoreCap Advisors’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
Q2 		$20.7K Hold
2,362
– – ﹤0.01% 1778
2026
Q1 		$23.1K Sell
2,362
-6
-0.3% -$66 ﹤0.01% 1605
2025
Q4 		$34.7K Sell
2,368
-927
-28% -$13.9K ﹤0.01% 1472
2025
Q3 		$55.8K Sell
3,295
-4,802
-59% -$87.8K ﹤0.01% 1269
2025
Q2 		$170K Buy
8,097
+1,771
+28% +$39.8K 0.01% 793
2025
Q1 		$149K Sell
6,326
-2,928
-32% -$72.8K 0.01% 762
2024
Q4 		$235K Buy
9,254
+4,418
+91% +$116K 0.01% 660
2024
Q3 		$127K Buy
+4,836
New +$131K 0.01% 827
2024
Q2 		– Sell
-5,612
Closed -$143K – 2297
2024
Q1 		$143K Buy
5,612
+1,320
+31% +$33.9K 0.01% 719
2023
Q4 		$106K Buy
4,292
+2,000
+87% +$49.3K 0.01% 579
2023
Q3 		$57.2K Buy
+2,292
New +$59K ﹤0.01% 543
2022
Q4 		$45.2K Buy
+1,782
New +$46K ﹤0.01% 1018
2022
Q3 		– Sell
-1,732
Closed -$49K – 1599
2022
Q2 		$49K Buy
+1,732
New +$56.8K ﹤0.01% 951
2022
Q1 		– Sell
-1,030
Closed -$40K – 1597
2021
Q4 		$40K Buy
+1,030
New +$40.1K ﹤0.01% 1077

Other funds holding OXLC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CoreCap Advisors's OXLC Position: Q2 2026 in Review

CoreCap Advisors held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 2,362 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

CoreCap Advisors first reported a position in OXLC in Q4 2021 and has held it in 14 quarters since. The position peaked at $235K in Q4 2024. 13 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • CoreCap Advisors held 2,362 shares of Oxford Lane Capital worth $20.7K as of Q2 2026.
  • CoreCap Advisors left its Oxford Lane Capital share count unchanged in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1778 holding.
  • CoreCap Advisors first reported a position in Oxford Lane Capital in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Oxford Lane Capital position peaked at $235K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.