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 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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Kingsview Wealth Management's OXSQ Position: Q1 2026 in Review

Kingsview Wealth Management held its Oxford Square Capital (OXSQ) position steady in Q1 2026 at 65,425 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Kingsview Wealth Management first reported a position in OXSQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $242K in Q2 2021. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

Kingsview Wealth Management held 65,425 shares of Oxford Square Capital worth $116K as of Q1 2026.
Kingsview Wealth Management left its Oxford Square Capital share count unchanged in Q1 2026.
Oxford Square Capital made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1289 holding.
Kingsview Wealth Management first reported a position in Oxford Square Capital in Q1 2020 and has held it in 25 quarters since.
Kingsview Wealth Management's Oxford Square Capital position peaked at $242K in Q2 2021.
48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.