IAIM
OXLC

International Assets Investment Management’s Oxford Lane Capital OXLC Stock Holding History

International Assets Investment Management’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 		$19.4K Sell
2,205
-2,356
-52% -$22.8K ﹤0.01% 1620
2026
Q1 		$45.6K Sell
4,561
-9,395
-67% -$103K ﹤0.01% 1251
2025
Q4 		$204K Buy
+13,956
New +$209K 0.01% 805
2025
Q3 		– Sell
-7,380
Closed -$134K – 853
2025
Q2 		$134K Buy
+7,380
New +$166K 0.01% 799

Other funds holding OXLC

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

International Assets Investment Management's OXLC Position: Q2 2026 in Review

International Assets Investment Management reduced its Oxford Lane Capital (OXLC) stake by 52% in Q2 2026, selling an estimated $22.8K and leaving 2,205 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

International Assets Investment Management first reported a position in OXLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $204K in Q4 2025. 27 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • International Assets Investment Management held 2,205 shares of Oxford Lane Capital worth $19.4K as of Q2 2026.
  • International Assets Investment Management sold 2,356 Oxford Lane Capital shares in Q2 2026, an estimated $22.8K.
  • Oxford Lane Capital made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1620 holding.
  • International Assets Investment Management first reported a position in Oxford Lane Capital in Q2 2025 and has held it in 4 quarters since.
  • International Assets Investment Management's Oxford Lane Capital position peaked at $204K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.