Highline Wealth Partners
OXLC icon

Highline Wealth Partners’s Oxford Lane Capital OXLC Stock Holding History

Highline Wealth Partners’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
Q3 		$5.41K Hold
600
– – ﹤0.01% 886
2026
Q2 		$5.26K Hold
600
– – ﹤0.01% 852
2026
Q1 		$5.87K Hold
600
– – ﹤0.01% 680
2025
Q4 		$8.78K Hold
600
– – ﹤0.01% 425
2025
Q3 		$10.2K Buy
+600
New +$11K ﹤0.01% 408

Other funds holding OXLC

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Highline Wealth Partners's OXLC Position: Q3 2026 in Review

Highline Wealth Partners held its Oxford Lane Capital (OXLC) position steady in Q3 2026 at 600 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Highline Wealth Partners first reported a position in OXLC in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q3 2025. 20 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Highline Wealth Partners held 600 shares of Oxford Lane Capital worth $5.41K as of Q3 2026.
  • Highline Wealth Partners left its Oxford Lane Capital share count unchanged in Q3 2026.
  • Oxford Lane Capital made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #886 holding.
  • Highline Wealth Partners first reported a position in Oxford Lane Capital in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's Oxford Lane Capital position peaked at $10.2K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.