Fermata Advisors’s Oxford Lane Capital OXLC Stock Holding History

Fermata 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	$152K	Buy	17,297 +760	+5%	+$7.36K	0.03%	268
2026 Q1	$162K	Buy	16,537 +3,448	+26%	+$38K	0.04%	227
2025 Q4	$192K	Buy	13,089 +2,024	+18%	+$30.3K	0.05%	208
2025 Q3	$187K	Buy	11,065 +2,406	+28%	+$44K	0.05%	205
2025 Q2	$182K	Buy	8,659 +582	+7%	+$13.1K	0.05%	213
2025 Q1	$191K	Buy	+8,077	New	+$201K	0.03%	274
2023 Q3	–	Sell	-5,129	Closed	-$124K	–	164
2023 Q2	$124K	Buy	+5,129	New	+$131K	0.11%	70

Other funds holding OXLC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Fermata Advisors's OXLC Position: Q2 2026 in Review

Fermata Advisors increased its Oxford Lane Capital (OXLC) stake by 4.6% in Q2 2026, buying an estimated $7.36K and bringing the position to 17,297 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #268.

Fermata Advisors first reported a position in OXLC in Q2 2023 and has held it in 7 quarters since. The position peaked at $192K in Q4 2025. 11 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Fermata Advisors held 17,297 shares of Oxford Lane Capital worth $152K as of Q2 2026.
Fermata Advisors bought 760 Oxford Lane Capital shares in Q2 2026, an estimated $7.36K.
Oxford Lane Capital made up 0.03% of Fermata Advisors's portfolio in Q2 2026, its #268 holding.
Fermata Advisors first reported a position in Oxford Lane Capital in Q2 2023 and has held it in 7 quarters since.
Fermata Advisors's Oxford Lane Capital position peaked at $192K in Q4 2025.
11 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.