EWA
OXLC

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

EverSource 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 		– Sell
-7,000
Closed -$68.5K – 4512
2026
Q1 		$68.5K Buy
7,000
+2,700
+63% +$29.7K ﹤0.01% 1666
2025
Q4 		$63K Buy
4,300
+100
+2% +$1.5K ﹤0.01% 1597
2025
Q3 		$71.1K Buy
4,200
+200
+5% +$3.66K ﹤0.01% 1459
2025
Q2 		$84K Buy
4,000
+800
+25% +$18K ﹤0.01% 1301
2025
Q1 		$75.5K Hold
3,200
– – ﹤0.01% 1026
2024
Q4 		$81.1K Hold
3,200
– – ﹤0.01% 977
2024
Q3 		$83.8K Hold
3,200
– – 0.01% 859
2024
Q2 		$88.6K Buy
+3,200
New +$84.3K 0.01% 846

Other funds holding OXLC

Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
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
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 7,000 shares — an estimated $68.5K sold.

EverSource Wealth Advisors first reported a position in OXLC in Q2 2024 and held it in 8 quarters. The position peaked at $88.6K in Q2 2024. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,000 Oxford Lane Capital shares in Q2 2026, an estimated $68.5K.
  • EverSource Wealth Advisors first reported a position in Oxford Lane Capital in Q2 2024 and held it in 8 quarters.
  • EverSource Wealth Advisors's Oxford Lane Capital position peaked at $88.6K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.