Jones Financial Companies
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Jones Financial Companies’s Oxford Square Capital OXSQ Stock Holding History

Jones Financial Companies’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$252 – 5123
2026
Q1 		$252 Sell
150
-1,461
-91% -$2.64K ﹤0.01% 4577
2025
Q4 		$2.84K Buy
1,611
+122
+8% +$222 ﹤0.01% 3715
2025
Q3 		$2.5K Sell
1,489
-133
-8% -$292 ﹤0.01% 3611
2025
Q2 		$3.63K Buy
+1,622
New +$3.89K ﹤0.01% 3249

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
BLFG
Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's OXSQ Position: Q2 2026 in Review

Jones Financial Companies sold out of Oxford Square Capital (OXSQ) in Q2 2026, closing a stake of 150 shares — an estimated $252 sold.

Jones Financial Companies first reported a position in OXSQ in Q2 2025 and held it in 4 quarters. The position peaked at $3.63K in Q2 2025. 46 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Jones Financial Companies reported no remaining Oxford Square Capital position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 150 Oxford Square Capital shares in Q2 2026, an estimated $252.
  • Jones Financial Companies first reported a position in Oxford Square Capital in Q2 2025 and held it in 4 quarters.
  • Jones Financial Companies's Oxford Square Capital position peaked at $3.63K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.