IFG
OXLC icon

Independent Financial Group’s Oxford Lane Capital OXLC Stock Holding History

Independent Financial Group’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 		$279K Buy
+30,961
New +$284K 0.01% 1308
2025
Q3 		– Sell
-89,065
Closed -$1.87M – 1408
2025
Q2 		$1.87M Buy
89,065
+3,487
+4% +$78.4K 0.05% 362
2025
Q1 		$2.02M Buy
85,578
+418
+0.5% +$10.4K 0.07% 272
2024
Q4 		$2.16M Buy
85,160
+2,251
+3% +$59K 0.07% 277
2024
Q3 		$2.17M Buy
82,909
+927
+1% +$25K 0.08% 256
2024
Q2 		$2.22M Sell
81,982
-2,888
-3% -$76.1K 0.09% 218
2024
Q1 		$2.16M Buy
84,870
+1,053
+1% +$27K 0.1% 203
2023
Q4 		$2.07M Buy
83,817
+5,960
+8% +$147K 0.11% 202
2023
Q3 		$1.94M Buy
77,857
+2,715
+4% +$69.9K 0.13% 188
2023
Q2 		$1.82M Buy
75,142
+1,227
+2% +$31.3K 0.13% 181
2023
Q1 		$1.93M Buy
73,915
+2,774
+4% +$77.3K 0.15% 146
2022
Q4 		$1.8M Sell
71,141
-8,486
-11% -$219K 0.16% 131
2022
Q3 		$2.06M Sell
79,627
-5
-0% -$151 0.19% 107
2022
Q2 		$2.26M Sell
79,632
-16,526
-17% -$542K 0.24% 90
2022
Q1 		$3.48M Sell
96,158
-3,131
-3% -$120K 0.28% 65
2021
Q4 		$3.83M Buy
99,289
+6,634
+7% +$258K 0.32% 56
2021
Q3 		$3.34M Buy
92,655
+4,451
+5% +$161K 0.34% 59
2021
Q2 		$3.27M Buy
88,204
+10,177
+13% +$356K 0.35% 58
2021
Q1 		$2.46M Buy
78,027
+23,780
+44% +$753K 0.32% 71
2020
Q4 		$1.47M Buy
54,247
+44,237
+442% +$1.09M 0.22% 116
2020
Q3 		$220K Buy
10,010
+3,410
+52% +$73K 0.04% 433
2020
Q2 		$136K Sell
6,600
-4,399
-40% -$89.1K 0.03% 448
2020
Q1 		$229K Buy
+10,999
New +$423K 0.07% 301

Other funds holding OXLC

ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's OXLC Position: Q3 2026 in Review

Independent Financial Group opened a new position in Oxford Lane Capital (OXLC) in Q3 2026: 30,961 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in OXLC as recently as Q2 2025.

Independent Financial Group first reported a position in OXLC in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.83M in Q4 2021. 8 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Independent Financial Group held 30,961 shares of Oxford Lane Capital worth $279K as of Q3 2026.
  • Oxford Lane Capital was a new Independent Financial Group position in Q3 2026.
  • Oxford Lane Capital made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1308 holding.
  • Independent Financial Group first reported a position in Oxford Lane Capital in Q1 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Oxford Lane Capital position peaked at $3.83M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.