First Affirmative Financial Network’s Oxford Square Capital OXSQ Stock Holding History

First Affirmative Financial Network’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	$33.7K	Buy	+19,040	New	+$34.5K	0.01%	323
2025 Q3	$31.8K	Buy	19,981 +3,836	+24%	+$8.43K	0.01%	291
2025 Q2	$36K	Buy	+16,145	New	+$38.7K	0.02%	273

Other funds holding OXSQ

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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 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

First Affirmative Financial Network's OXSQ Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Oxford Square Capital (OXSQ) in Q1 2026: 19,040 shares worth $33.7K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OXSQ as recently as Q3 2025.

First Affirmative Financial Network first reported a position in OXSQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $36K in Q2 2025. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

First Affirmative Financial Network held 19,040 shares of Oxford Square Capital worth $33.7K as of Q1 2026.
Oxford Square Capital was a new First Affirmative Financial Network position in Q1 2026.
Oxford Square Capital made up 0.01% of First Affirmative Financial Network's portfolio in Q1 2026, its #323 holding.
First Affirmative Financial Network first reported a position in Oxford Square Capital in Q2 2025 and has held it in 3 quarters since.
First Affirmative Financial Network's Oxford Square Capital position peaked at $36K in Q2 2025.
48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.