Founders Financial Alliance’s Oxford Lane Capital OXLC Stock Holding History

Founders Financial Alliance’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 Q1	$896K	Buy	91,622 +45,305	+98%	+$499K	0.16%	133
2025 Q4	$678K	Sell	46,317 -6,090	-12%	-$91.1K	0.13%	158
2025 Q3	$887K	Buy	52,407 +7,291	+16%	+$133K	0.17%	123
2025 Q2	$947K	Sell	45,116 -847	-2%	-$19K	0.22%	104
2025 Q1	$1.08M	Buy	45,963 +5,670	+14%	+$141K	0.26%	88
2024 Q4	$1.02M	Buy	40,293 +2,348	+6%	+$61.5K	0.28%	79
2024 Q3	$994K	Buy	37,945 +6,325	+20%	+$171K	0.28%	86
2024 Q2	$857K	Buy	31,620 +8,634	+38%	+$227K	0.25%	89
2024 Q1	$584K	Buy	+22,986	New	+$590K	0.18%	117

Other funds holding OXLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Founders Financial Alliance's OXLC Position: Q1 2026 in Review

Founders Financial Alliance increased its Oxford Lane Capital (OXLC) stake by 98% in Q1 2026, buying an estimated $499K and bringing the position to 91,622 shares worth $896K. The position accounts for 0.16% of the portfolio, ranked #133.

Founders Financial Alliance first reported a position in OXLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

Founders Financial Alliance held 91,622 shares of Oxford Lane Capital worth $896K as of Q1 2026.
Founders Financial Alliance bought 45,305 Oxford Lane Capital shares in Q1 2026, an estimated $499K.
Oxford Lane Capital made up 0.16% of Founders Financial Alliance's portfolio in Q1 2026, its #133 holding.
Founders Financial Alliance first reported a position in Oxford Lane Capital in Q1 2024 and has held it in 9 quarters since.
Founders Financial Alliance's Oxford Lane Capital position peaked at $1.08M in Q1 2025.
87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.