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
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 $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Kestra Private Wealth Services's OXLC Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Oxford Lane Capital (OXLC) stake by 0.45% in Q1 2026, selling an estimated $496 and leaving 10,055 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Kestra Private Wealth Services first reported a position in OXLC in Q3 2020 and has held it in 13 quarters since. The position peaked at $927K in Q3 2020. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Kestra Private Wealth Services held 10,055 shares of Oxford Lane Capital worth $98.3K as of Q1 2026.
  • Kestra Private Wealth Services sold 45 Oxford Lane Capital shares in Q1 2026, an estimated $496.
  • Oxford Lane Capital made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1691 holding.
  • Kestra Private Wealth Services first reported a position in Oxford Lane Capital in Q3 2020 and has held it in 13 quarters since.
  • Kestra Private Wealth Services's Oxford Lane Capital position peaked at $927K in Q3 2020.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.