Cura Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Cura Wealth 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	$89.8K	Hold	10,247	–	–	0.04%	136
2026 Q1	$100K	Sell	10,247 -8,000	-44%	-$88.1K	0.04%	123
2025 Q4	$267K	Hold	18,247	–	–	0.1%	103
2025 Q3	$309K	Sell	18,247 -1	-0%	-$18	0.12%	75
2025 Q2	$383K	Buy	18,248 +10,248	+128%	+$230K	0.15%	63
2025 Q1	$189K	Buy	8,000 +4,000	+100%	+$99.5K	0.08%	103
2024 Q4	$101K	Buy	+4,000	New	+$105K	0.04%	95

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Cura Wealth Advisors's OXLC Position: Q2 2026 in Review

Cura Wealth Advisors held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 10,247 shares worth $89.8K. The position accounts for 0.04% of the portfolio, ranked #136.

Cura Wealth Advisors first reported a position in OXLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q2 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Cura Wealth Advisors held 10,247 shares of Oxford Lane Capital worth $89.8K as of Q2 2026.
Cura Wealth Advisors left its Oxford Lane Capital share count unchanged in Q2 2026.
Oxford Lane Capital made up 0.04% of Cura Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Cura Wealth Advisors first reported a position in Oxford Lane Capital in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's Oxford Lane Capital position peaked at $383K in Q2 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.