J.W. Cole Advisors’s Oxford Lane Capital OXLC Stock Holding History

J.W. Cole 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	$1.47M	Buy	+167,521	New	+$1.62M	0.03%	610
2026 Q1	–	Sell	-158,935	Closed	-$2.33M	–	1262
2025 Q4	$2.33M	Buy	158,935 +12,579	+9%	+$188K	0.06%	340
2025 Q3	$2.48M	Buy	146,356 +9,889	+7%	+$181K	0.05%	378
2025 Q2	$2.87M	Buy	136,467 +4,473	+3%	+$101K	0.06%	301
2025 Q1	$3.12M	Buy	131,994 +74,742	+131%	+$1.86M	0.1%	216
2024 Q4	$1.45M	Buy	57,252 +11,573	+25%	+$303K	0.06%	319
2024 Q3	$1.2M	Buy	45,679 +16,486	+56%	+$445K	0.05%	351
2024 Q2	$791K	Buy	29,193 +18,548	+174%	+$489K	0.04%	401
2024 Q1	$270K	Buy	10,645 +4,255	+67%	+$109K	0.01%	728
2023 Q4	$158K	Buy	6,390 +1,604	+34%	+$39.5K	0.01%	777
2023 Q3	$119K	Buy	+4,786	New	+$123K	0.01%	706

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

J.W. Cole Advisors's OXLC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 167,521 shares worth $1.47M. The stake represents 0.03% of the portfolio and ranks #610 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OXLC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OXLC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q1 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

J.W. Cole Advisors held 167,521 shares of Oxford Lane Capital worth $1.47M as of Q2 2026.
Oxford Lane Capital was a new J.W. Cole Advisors position in Q2 2026.
Oxford Lane Capital made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #610 holding.
J.W. Cole Advisors first reported a position in Oxford Lane Capital in Q3 2023 and has held it in 11 quarters since.
J.W. Cole Advisors's Oxford Lane Capital position peaked at $3.12M in Q1 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.