Farther Finance Advisors’s Oxford Lane Capital OXLC Stock Holding History

Farther Finance 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 Q3	$997	Buy	111 +7	+7%	+$64	﹤0.01%	5583
2026 Q2	$909	Buy	104 +6	+6%	+$58	﹤0.01%	5399
2026 Q1	$975	Buy	98 +11	+13%	+$121	﹤0.01%	5117
2025 Q4	$1.27K	Buy	87 +7	+9%	+$105	﹤0.01%	4850
2025 Q3	$1.36K	Sell	80 -1,867	-96%	-$34.1K	﹤0.01%	4274
2025 Q2	$40.9K	Sell	1,947 -2,119	-52%	-$47.6K	﹤0.01%	2229
2025 Q1	$97.8K	Sell	4,066 -408	-9%	-$10.1K	﹤0.01%	1556
2024 Q4	$113K	Buy	4,474 +360	+9%	+$9.43K	﹤0.01%	1253
2024 Q3	$108K	Buy	4,114 +4,053	+6,644%	+$109K	﹤0.01%	1268
2024 Q2	$1.64K	Buy	61 +4	+7%	+$105	﹤0.01%	2869
2024 Q1	$1.44K	Buy	57 +3	+6%	+$77	﹤0.01%	2632
2023 Q4	$1.33K	Buy	54 +2	+4%	+$49	﹤0.01%	2609
2023 Q3	$1.28K	Buy	52 +3	+6%	+$77	﹤0.01%	2005
2023 Q2	$1.19K	Buy	49 +2	+4%	+$51	﹤0.01%	1916
2023 Q1	$1.23K	Buy	47 +2	+4%	+$56	﹤0.01%	1796
2022 Q4	$1.15K	Buy	+45	New	+$1.16K	﹤0.01%	1614

Other funds holding OXLC

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's OXLC Position: Q3 2026 in Review

Farther Finance Advisors increased its Oxford Lane Capital (OXLC) stake by 6.7% in Q3 2026, buying an estimated $64 and bringing the position to 111 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #5583.

Farther Finance Advisors first reported a position in OXLC in Q4 2022 and has held it in 16 quarters since. The position peaked at $113K in Q4 2024. 8 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

Farther Finance Advisors held 111 shares of Oxford Lane Capital worth $997 as of Q3 2026.
Farther Finance Advisors bought 7 Oxford Lane Capital shares in Q3 2026, an estimated $64.
Oxford Lane Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5583 holding.
Farther Finance Advisors first reported a position in Oxford Lane Capital in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Oxford Lane Capital position peaked at $113K in Q4 2024.
8 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.