KPWS
OXLC

Kestra Private Wealth Services’s Oxford Lane Capital OXLC Stock Holding History

Kestra Private Wealth 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
Q2 		$88.1K Hold
10,055
– – ﹤0.01% 1750
2026
Q1 		$98.3K Sell
10,055
-45
-0.4% -$496 ﹤0.01% 1691
2025
Q4 		$148K Buy
+10,100
New +$151K ﹤0.01% 1626
2025
Q3 		– Sell
-8,395
Closed -$176K – 1733
2025
Q2 		$176K Buy
8,395
+2,115
+34% +$47.5K ﹤0.01% 1514
2025
Q1 		$148K Buy
6,280
+2,620
+72% +$65.2K ﹤0.01% 1423
2024
Q4 		$92.8K Buy
3,660
+1,420
+63% +$37.2K ﹤0.01% 1366
2024
Q3 		$58.7K Buy
+2,240
New +$60.5K ﹤0.01% 1327
2022
Q2 		– Sell
-2,721
Closed -$98K – 983
2022
Q1 		$98K Sell
2,721
-8,884
-77% -$342K ﹤0.01% 934
2021
Q4 		$447K Hold
11,605
– – 0.02% 631
2021
Q3 		$418K Sell
11,605
-2,361
-17% -$85.7K 0.02% 594
2021
Q2 		$517K Sell
13,966
-1,552
-10% -$54.3K 0.03% 499
2021
Q1 		$489K Sell
15,518
-19,207
-55% -$608K 0.03% 455
2020
Q4 		$905K Sell
34,725
-7,399
-18% -$182K 0.07% 294
2020
Q3 		$927K Buy
+42,124
New +$902K 0.08% 254

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 40.89% 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

Kestra Private Wealth Services's OXLC Position: Q2 2026 in Review

Kestra Private Wealth Services held its Oxford Lane Capital (OXLC) position steady in Q2 2026 at 10,055 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Kestra Private Wealth Services first reported a position in OXLC in Q3 2020 and has held it in 14 quarters since. The position peaked at $927K in Q3 2020. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Kestra Private Wealth Services held 10,055 shares of Oxford Lane Capital worth $88.1K as of Q2 2026.
  • Kestra Private Wealth Services left its Oxford Lane Capital share count unchanged in Q2 2026.
  • Oxford Lane Capital made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1750 holding.
  • Kestra Private Wealth Services first reported a position in Oxford Lane Capital in Q3 2020 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Oxford Lane Capital position peaked at $927K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.