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Garton & Associates Financial Advisors’s Oxford Square Capital OXSQ Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-1,763
Closed -$3.1K – 522
2025
Q4 		$3.1K Buy
+1,763
New +$3.21K ﹤0.01% 1060

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Garton & Associates Financial Advisors's OXSQ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Oxford Square Capital (OXSQ) in Q1 2026, closing a stake of 1,763 shares — an estimated $3.1K sold.

Garton & Associates Financial Advisors first reported a position in OXSQ in Q4 2025 and held it in 1 quarter. The position peaked at $3.1K in Q4 2025. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Oxford Square Capital position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,763 Oxford Square Capital shares in Q1 2026, an estimated $3.1K.
  • Garton & Associates Financial Advisors first reported a position in Oxford Square Capital in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Oxford Square Capital position peaked at $3.1K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.