HWP
OXLC

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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Highline Wealth Partners's OXLC Position: Q2 2026 in Review

Highline Wealth Partners held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 600 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Highline Wealth Partners first reported a position in OXLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q3 2025. 13 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Highline Wealth Partners held 600 shares of Oxford Lane Capital worth $5.26K as of Q2 2026.
  • Highline Wealth Partners left its Oxford Lane Capital share count unchanged in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #852 holding.
  • Highline Wealth Partners first reported a position in Oxford Lane Capital in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Oxford Lane Capital position peaked at $10.2K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.