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 Q3	$158K	Buy	17,540 +243	+1%	+$2.23K	0.03%	285
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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

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

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 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

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return

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

Fermata Advisors's OXLC Position: Q3 2026 in Review

Fermata Advisors increased its Oxford Lane Capital (OXLC) stake by 1.4% in Q3 2026, buying an estimated $2.23K and bringing the position to 17,540 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #285.

Fermata Advisors first reported a position in OXLC in Q2 2023 and has held it in 8 quarters since. The position peaked at $192K in Q4 2025. 14 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

Fermata Advisors held 17,540 shares of Oxford Lane Capital worth $158K as of Q3 2026.
Fermata Advisors bought 243 Oxford Lane Capital shares in Q3 2026, an estimated $2.23K.
Oxford Lane Capital made up 0.03% of Fermata Advisors's portfolio in Q3 2026, its #285 holding.
Fermata Advisors first reported a position in Oxford Lane Capital in Q2 2023 and has held it in 8 quarters since.
Fermata Advisors's Oxford Lane Capital position peaked at $192K in Q4 2025.
14 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.