Founders Financial Alliance’s Oxford Square Capital OXSQ Stock Holding History

Founders Financial Alliance’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 Q2	$112K	Hold	84,865	–	–	0.01%	488
2026 Q1	$150K	Hold	84,865	–	–	0.03%	419
2025 Q4	$149K	Hold	84,865	–	–	0.03%	368
2025 Q3	$135K	Hold	84,865	–	–	0.03%	413
2025 Q2	$189K	Hold	84,865	–	–	0.04%	326
2025 Q1	$221K	Hold	84,865	–	–	0.05%	316
2024 Q4	$207K	Buy	84,865 +47,000	+124%	+$129K	0.06%	269
2024 Q3	$107K	Buy	37,865 +225	+0.6%	+$663	0.03%	326
2024 Q2	$111K	Sell	37,640 -8,760	-19%	-$27.3K	0.03%	312
2024 Q1	$147K	Buy	+46,400	New	+$142K	0.04%	296

Other funds holding OXSQ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Founders Financial Alliance held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 84,865 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #488.

Founders Financial Alliance first reported a position in OXSQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $221K in Q1 2025. 46 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Founders Financial Alliance held 84,865 shares of Oxford Square Capital worth $112K as of Q2 2026.
Founders Financial Alliance left its Oxford Square Capital share count unchanged in Q2 2026.
Oxford Square Capital made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #488 holding.
Founders Financial Alliance first reported a position in Oxford Square Capital in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's Oxford Square Capital position peaked at $221K in Q1 2025.
46 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

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