Freestone Capital Holdings’s Oxford Lane Capital OXLC Stock Holding History

Freestone Capital Holdings’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	$2.17M	Buy	221,379 +80,000	+57%	+$881K	0.07%	174
2025 Q4	$2.07M	Buy	141,379 +46,500	+49%	+$696K	0.06%	175
2025 Q3	$1.61M	Buy	94,879 +23,758	+33%	+$434K	0.05%	200
2025 Q2	$1.49M	Buy	71,121 +15,688	+28%	+$353K	0.05%	193
2025 Q1	$1.31M	Buy	+55,433	New	+$1.38M	0.05%	198
2023 Q3	–	Sell	-3,000	Closed	-$72.6K	–	403
2023 Q2	$72.6K	Buy	+3,000	New	+$76.6K	﹤0.01%	372
2022 Q3	–	Sell	-4,020	Closed	-$114K	–	422
2022 Q2	$114K	Buy	+4,020	New	+$132K	﹤0.01%	404
2021 Q1	–	Sell	-11	Closed	-$295	–	895
2020 Q4	$295	Buy	11 +1	+10%	+$25	﹤0.01%	1267
2020 Q3	$230	Buy	+10	New	+$214	﹤0.01%	1199
2020 Q2	–	Sell	-24,009	Closed	-$501	–	376
2020 Q1	$501	Buy	+24,009	New	+$924K	0.01%	249

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

Freestone Capital Holdings's OXLC Position: Q1 2026 in Review

Freestone Capital Holdings increased its Oxford Lane Capital (OXLC) stake by 57% in Q1 2026, buying an estimated $881K and bringing the position to 221,379 shares worth $2.17M. The position accounts for 0.07% of the portfolio, ranked #174.

Freestone Capital Holdings first reported a position in OXLC in Q1 2020 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

Freestone Capital Holdings held 221,379 shares of Oxford Lane Capital worth $2.17M as of Q1 2026.
Freestone Capital Holdings bought 80,000 Oxford Lane Capital shares in Q1 2026, an estimated $881K.
Oxford Lane Capital made up 0.07% of Freestone Capital Holdings's portfolio in Q1 2026, its #174 holding.
Freestone Capital Holdings first reported a position in Oxford Lane Capital in Q1 2020 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.