KIG
OXSQ icon

Kennedy Investment Group’s Oxford Square Capital OXSQ Stock Holding History

Kennedy Investment Group’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 		$16.5K Hold
12,492
– – 0.01% 146
2026
Q1 		$22.1K Buy
12,492
+739
+6% +$1.34K 0.01% 135
2025
Q4 		$20.7K Buy
11,753
+680
+6% +$1.24K 0.01% 140
2025
Q3 		$17.6K Buy
11,073
+527
+5% +$1.16K 0.01% 138
2025
Q2 		$23.5K Buy
10,546
+455
+5% +$1.09K 0.01% 136
2025
Q1 		$26.3K Buy
+10,091
New +$27.2K 0.01% 125

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

Kennedy Investment Group's OXSQ Position: Q2 2026 in Review

Kennedy Investment Group held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 12,492 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #146.

Kennedy Investment Group first reported a position in OXSQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.3K in Q1 2025. 46 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Kennedy Investment Group held 12,492 shares of Oxford Square Capital worth $16.5K as of Q2 2026.
  • Kennedy Investment Group left its Oxford Square Capital share count unchanged in Q2 2026.
  • Oxford Square Capital made up 0.01% of Kennedy Investment Group's portfolio in Q2 2026, its #146 holding.
  • Kennedy Investment Group first reported a position in Oxford Square Capital in Q1 2025 and has held it in 6 quarters since.
  • Kennedy Investment Group's Oxford Square Capital position peaked at $26.3K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.