JWCA
OXLC

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

J.W. Cole Advisors's OXLC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 158,935 shares — an estimated $2.33M sold.

J.W. Cole Advisors first reported a position in OXLC in Q3 2023 and held it in 10 quarters. The position peaked at $3.12M in Q1 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 158,935 Oxford Lane Capital shares in Q1 2026, an estimated $2.33M.
  • J.W. Cole Advisors first reported a position in Oxford Lane Capital in Q3 2023 and held it in 10 quarters.
  • J.W. Cole Advisors's Oxford Lane Capital position peaked at $3.12M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.