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 Q2	$778K	Sell	88,808 -2,814	-3%	-$27.2K	0.1%	187
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 $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Founders Financial Alliance's OXLC Position: Q2 2026 in Review

Founders Financial Alliance reduced its Oxford Lane Capital (OXLC) stake by 3.1% in Q2 2026, selling an estimated $27.2K and leaving 88,808 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #187.

Founders Financial Alliance first reported a position in OXLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Founders Financial Alliance held 88,808 shares of Oxford Lane Capital worth $778K as of Q2 2026.
Founders Financial Alliance sold 2,814 Oxford Lane Capital shares in Q2 2026, an estimated $27.2K.
Oxford Lane Capital made up 0.1% of Founders Financial Alliance's portfolio in Q2 2026, its #187 holding.
Founders Financial Alliance first reported a position in Oxford Lane Capital in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's Oxford Lane Capital position peaked at $1.08M in Q1 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.