Kestra Private Wealth Services
OXLC icon

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
Q3 		– Sell
-10,055
Closed -$88.1K – 1850
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

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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Kestra Private Wealth Services's OXLC Position: Q3 2026 in Review

Kestra Private Wealth Services sold out of Oxford Lane Capital (OXLC) in Q3 2026, closing a stake of 10,055 shares — an estimated $88.1K sold.

Kestra Private Wealth Services first reported a position in OXLC in Q3 2020 and held it in 14 quarters. The position peaked at $927K in Q3 2020. 50 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Kestra Private Wealth Services reported no remaining Oxford Lane Capital position as of Q3 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,055 Oxford Lane Capital shares in Q3 2026, an estimated $88.1K.
  • Kestra Private Wealth Services first reported a position in Oxford Lane Capital in Q3 2020 and held it in 14 quarters.
  • Kestra Private Wealth Services's Oxford Lane Capital position peaked at $927K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.