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Kingsview Wealth Management’s Oxford Square Capital OXSQ Stock Holding History

Kingsview Wealth Management’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 		– Sell
-65,425
Closed -$116K – 1495
2026
Q1 		$116K Hold
65,425
– – ﹤0.01% 1289
2025
Q4 		$115K Hold
65,425
– – ﹤0.01% 1208
2025
Q3 		$104K Sell
65,425
-19,000
-23% -$41.8K ﹤0.01% 1175
2025
Q2 		$188K Hold
84,425
– – ﹤0.01% 1116
2025
Q1 		$220K Buy
84,425
+16,000
+23% +$43.1K ﹤0.01% 1009
2024
Q4 		$167K Buy
68,425
+13,000
+23% +$35.8K ﹤0.01% 1064
2024
Q3 		$157K Hold
55,425
– – ﹤0.01% 1051
2024
Q2 		$163K Hold
55,425
– – ﹤0.01% 1005
2024
Q1 		$176K Sell
55,425
-2,943
-5% -$9K ﹤0.01% 978
2023
Q4 		$167K Hold
58,368
– – 0.01% 913
2023
Q3 		$176K Hold
58,368
– – 0.01% 896
2023
Q2 		$155K Hold
58,368
– – 0.01% 868
2023
Q1 		$184K Buy
58,368
+1,171
+2% +$3.98K 0.01% 832
2022
Q4 		$178K Buy
57,197
+1,885
+3% +$5.75K 0.01% 800
2022
Q3 		$166K Buy
55,312
+1,489
+3% +$5.48K 0.01% 774
2022
Q2 		$196K Buy
53,823
+1,332
+3% +$5.29K 0.01% 769
2022
Q1 		$220K Buy
52,491
+1,276
+2% +$5.25K 0.01% 793
2021
Q4 		$209K Buy
51,215
+1,236
+2% +$5.14K 0.01% 848
2021
Q3 		$202K Buy
49,979
+1,073
+2% +$4.88K 0.01% 802
2021
Q2 		$242K Buy
48,906
+1,009
+2% +$5K 0.01% 774
2021
Q1 		$220K Buy
47,897
+1,262
+3% +$4.91K 0.01% 742
2020
Q4 		$142K Sell
46,635
-17,807
-28% -$50.4K 0.01% 676
2020
Q3 		$159K Sell
64,442
-10,000
-13% -$26.9K 0.01% 580
2020
Q2 		$208K Sell
74,442
-7,387
-9% -$20.9K 0.02% 526
2020
Q1 		$209K Buy
+81,829
New +$408K 0.03% 417

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

Kingsview Wealth Management's OXSQ Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Oxford Square Capital (OXSQ) in Q2 2026, closing a stake of 65,425 shares — an estimated $116K sold.

Kingsview Wealth Management first reported a position in OXSQ in Q1 2020 and held it in 25 quarters. The position peaked at $242K in Q2 2021. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Oxford Square Capital position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 65,425 Oxford Square Capital shares in Q2 2026, an estimated $116K.
  • Kingsview Wealth Management first reported a position in Oxford Square Capital in Q1 2020 and held it in 25 quarters.
  • Kingsview Wealth Management's Oxford Square Capital position peaked at $242K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.