BFC Planning, Inc.’s Oxford Square Capital OXSQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$159K Sell
120,114
-2,265
-2% -$3.63K 0.01% 1027
2026
Q1
$217K Sell
122,379
-10,853
-8% -$19.6K 0.01% 847
2025
Q4
$234K Buy
+133,232
New +$242K 0.01% 818

Other funds holding OXSQ

BFC Planning, Inc.'s OXSQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Oxford Square Capital (OXSQ) stake by 1.9% in Q2 2026, selling an estimated $3.63K and leaving 120,114 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #1027.

BFC Planning, Inc. first reported a position in OXSQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • BFC Planning, Inc. held 120,114 shares of Oxford Square Capital worth $159K as of Q2 2026.
  • BFC Planning, Inc. sold 2,265 Oxford Square Capital shares in Q2 2026, an estimated $3.63K.
  • Oxford Square Capital made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1027 holding.
  • BFC Planning, Inc. first reported a position in Oxford Square Capital in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Oxford Square Capital position peaked at $234K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.