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Farther Finance Advisors’s Oxford Square Capital OXSQ Stock Holding History

Farther Finance Advisors’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-458
Closed -$829 – 5860
2025
Q4 		$806 Buy
458
+25
+6% +$45 ﹤0.01% 4956
2025
Q3 		$688 Buy
433
+22
+5% +$48 ﹤0.01% 4462
2025
Q2 		$917 Buy
411
+18
+5% +$43 ﹤0.01% 3922
2025
Q1 		$1.02K Buy
393
+15
+4% +$40 ﹤0.01% 3607
2024
Q4 		$923 Buy
378
+14
+4% +$39 ﹤0.01% 3273
2024
Q3 		$1.03K Buy
364
+13
+4% +$38 ﹤0.01% 3235
2024
Q2 		$1.02K Buy
351
+15
+4% +$47 ﹤0.01% 3071
2024
Q1 		$1.05K Buy
336
+12
+4% +$37 ﹤0.01% 2750
2023
Q4 		$927 Buy
324
+11
+4% +$32 ﹤0.01% 2767
2023
Q3 		$942 Buy
313
+11
+4% +$33 ﹤0.01% 2093
2023
Q2 		$801 Buy
302
+10
+3% +$29 ﹤0.01% 2034
2023
Q1 		$922 Buy
292
+9
+3% +$31 ﹤0.01% 1865
2022
Q4 		$883 Buy
+283
New +$863 ﹤0.01% 1684

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Farther Finance Advisors's OXSQ Position: Q1 2026 in Review

Farther Finance Advisors sold out of Oxford Square Capital (OXSQ) in Q1 2026, closing a stake of 458 shares — an estimated $829 sold.

Farther Finance Advisors first reported a position in OXSQ in Q4 2022 and held it in 13 quarters. The position peaked at $1.05K in Q1 2024. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

  • Farther Finance Advisors reported no remaining Oxford Square Capital position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 458 Oxford Square Capital shares in Q1 2026, an estimated $829.
  • Farther Finance Advisors first reported a position in Oxford Square Capital in Q4 2022 and held it in 13 quarters.
  • Farther Finance Advisors's Oxford Square Capital position peaked at $1.05K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.