EPG
OXLC

Estate Planners Group’s Oxford Lane Capital OXLC Stock Holding History

Estate Planners Group’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 – 309
2025
Q4 		$14.6K Buy
+1,000
New +$15K 0.01% 244

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.29B AUM 0.27% 1-Year Est. Return

Estate Planners Group's OXLC Position: Q1 2026 in Review

Estate Planners Group sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 1,000 shares — an estimated $14.6K sold.

Estate Planners Group first reported a position in OXLC in Q4 2025 and held it in 1 quarter. The position peaked at $14.6K in Q4 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Estate Planners Group reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,000 Oxford Lane Capital shares in Q1 2026, an estimated $14.6K.
  • Estate Planners Group first reported a position in Oxford Lane Capital in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Oxford Lane Capital position peaked at $14.6K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.