Kestra Advisory Services
OXLC icon

Kestra Advisory Services’s Oxford Lane Capital OXLC Stock Holding History

Kestra Advisory Services’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
Q3 		$699K Buy
77,585
+18,276
+31% +$168K ﹤0.01% 2209
2026
Q2 		$520K Buy
59,309
+5,554
+10% +$53.8K ﹤0.01% 2317
2026
Q1 		$526K Buy
53,755
+7,237
+16% +$79.7K ﹤0.01% 2181
2025
Q4 		$681K Buy
46,518
+5,945
+15% +$88.9K ﹤0.01% 1931
2025
Q3 		$687K Sell
40,573
-28,896
-42% -$528K ﹤0.01% 1852
2025
Q2 		$1.46M Buy
69,469
+12,865
+23% +$289K 0.01% 1266
2025
Q1 		$1.34M Buy
56,604
+15,009
+36% +$373K 0.01% 1208
2024
Q4 		$1.05M Buy
41,595
+21,127
+103% +$553K 0.01% 1384
2024
Q3 		$536K Sell
20,468
-2,241
-10% -$60.5K ﹤0.01% 1726
2024
Q2 		$503K Buy
22,709
+3,417
+18% +$90K ﹤0.01% 1771
2024
Q1 		$490K Buy
19,292
+1,005
+5% +$25.8K ﹤0.01% 1678
2023
Q4 		$452K Buy
18,287
+1,316
+8% +$32.4K ﹤0.01% 1584
2023
Q3 		$423K Sell
16,971
-3,041
-15% -$78.3K ﹤0.01% 1460
2023
Q2 		$484K Buy
20,012
+8,310
+71% +$212K ﹤0.01% 1332
2023
Q1 		$306K Buy
11,702
+1,180
+11% +$32.9K ﹤0.01% 1551
2022
Q4 		$267K Buy
10,522
+950
+10% +$24.5K ﹤0.01% 1823
2022
Q3 		$247K Buy
9,572
+1,501
+19% +$45.2K ﹤0.01% 1722
2022
Q2 		$229K Buy
8,071
+1,749
+28% +$57.4K ﹤0.01% 1812
2022
Q1 		$229K Buy
6,322
+579
+10% +$22.3K ﹤0.01% 1761
2021
Q4 		$221K Buy
5,743
+1,337
+30% +$52K ﹤0.01% 1818
2021
Q3 		$159K Buy
4,406
+1,000
+29% +$36.3K ﹤0.01% 2009
2021
Q2 		$126K Buy
+3,406
New +$119K ﹤0.01% 1930
2021
Q1 		– Sell
-4,151
Closed -$108K – 1993
2020
Q4 		$108K Buy
+4,151
New +$102K ﹤0.01% 1778

Other funds holding OXLC

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Kestra Advisory Services's OXLC Position: Q3 2026 in Review

Kestra Advisory Services increased its Oxford Lane Capital (OXLC) stake by 31% in Q3 2026, buying an estimated $168K and bringing the position to 77,585 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Kestra Advisory Services first reported a position in OXLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2025. 50 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Kestra Advisory Services held 77,585 shares of Oxford Lane Capital worth $699K as of Q3 2026.
  • Kestra Advisory Services bought 18,276 Oxford Lane Capital shares in Q3 2026, an estimated $168K.
  • Oxford Lane Capital made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2209 holding.
  • Kestra Advisory Services first reported a position in Oxford Lane Capital in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Oxford Lane Capital position peaked at $1.46M in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.