IFG
OXLC

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Independent Financial Group's OXLC Position: Q3 2025 in Review

Independent Financial Group sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 89,065 shares — an estimated $1.87M sold.

Independent Financial Group first reported a position in OXLC in Q1 2020 and held it in 22 quarters. The position peaked at $3.83M in Q4 2021. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Independent Financial Group reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 89,065 Oxford Lane Capital shares in Q3 2025, an estimated $1.87M.
  • Independent Financial Group first reported a position in Oxford Lane Capital in Q1 2020 and held it in 22 quarters.
  • Independent Financial Group's Oxford Lane Capital position peaked at $3.83M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.