JWA
OXLC

JFS Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

JFS Wealth 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 		$228 Buy
+26
New +$252 ﹤0.01% 2126
2015
Q4 		– Sell
-500
Closed -$29K – 558
2015
Q3 		$29K Buy
+500
New +$33.9K 0.01% 246

Other funds holding OXLC

Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

JFS Wealth Advisors's OXLC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 26 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #2126 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in OXLC as recently as Q3 2015.

JFS Wealth Advisors first reported a position in OXLC in Q3 2015 and has held it in 2 quarters since. The position peaked at $29K in Q3 2015. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • JFS Wealth Advisors held 26 shares of Oxford Lane Capital worth $228 as of Q2 2026.
  • Oxford Lane Capital was a new JFS Wealth Advisors position in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2126 holding.
  • JFS Wealth Advisors first reported a position in Oxford Lane Capital in Q3 2015 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Oxford Lane Capital position peaked at $29K in Q3 2015.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.