IA
OXLC

IFP Advisors’s Oxford Lane Capital OXLC Stock Holding History

IFP Advisors’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 		$3.5K Hold
400
– – ﹤0.01% 3987
2026
Q1 		$3.91K Hold
400
– – ﹤0.01% 3664
2025
Q4 		$5.86K Buy
+400
New +$5.98K ﹤0.01% 3336
2023
Q4 		– Sell
-188
Closed -$4.69K – 3247
2023
Q3 		$4.69K Buy
+188
New +$4.84K ﹤0.01% 2526
2019
Q1 		– Sell
-40
Closed -$2K – 3105
2018
Q4 		$2K Sell
40
-4,657
-99% -$236K ﹤0.01% 3182
2018
Q3 		$249K Buy
4,697
+525
+13% +$28.7K 0.01% 963
2018
Q2 		$217K Buy
4,172
+770
+23% +$41.2K 0.01% 1024
2018
Q1 		$171K Hold
3,402
– – 0.01% 1061
2017
Q4 		$171K Sell
3,402
-160
-4% -$8.25K 0.01% 1067
2017
Q3 		$182K Buy
3,562
+20
+0.6% +$1.05K 0.01% 1196
2017
Q2 		$176K Sell
3,542
-19
-0.5% -$1.02K 0.01% 1203
2017
Q1 		$198K Sell
3,561
-117
-3% -$6.47K 0.01% 1117
2016
Q4 		$193K Buy
3,678
+2,190
+147% +$118K 0.01% 1073
2016
Q3 		$78K Buy
1,488
+944
+174% +$47.8K ﹤0.01% 1527
2016
Q2 		$23K Buy
+544
New +$24.2K ﹤0.01% 2263
2016
Q1 		– Sell
-1,378
Closed -$69K – 3093
2015
Q4 		$69K Buy
+1,378
New +$75.8K ﹤0.01% 1404

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

IFP Advisors's OXLC Position: Q2 2026 in Review

IFP Advisors held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 400 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

IFP Advisors first reported a position in OXLC in Q4 2015 and has held it in 16 quarters since. The position peaked at $249K in Q3 2018. 13 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • IFP Advisors held 400 shares of Oxford Lane Capital worth $3.5K as of Q2 2026.
  • IFP Advisors left its Oxford Lane Capital share count unchanged in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3987 holding.
  • IFP Advisors first reported a position in Oxford Lane Capital in Q4 2015 and has held it in 16 quarters since.
  • IFP Advisors's Oxford Lane Capital position peaked at $249K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.