Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Oxford Lane Capital OXLC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-3,352
Closed -$70.4K – 1461
2025
Q2 		$70.4K Sell
3,352
-23
-0.7% -$517 ﹤0.01% 1340
2025
Q1 		$79.7K Buy
3,375
+23
+0.7% +$572 ﹤0.01% 1219
2024
Q4 		$85K Hold
3,352
– – ﹤0.01% 1205
2024
Q3 		$87.8K Buy
+3,352
New +$90.5K ﹤0.01% 988

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CC
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Rockefeller Capital Management
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RIA
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TJHA
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Envestnet Asset Management
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Wedbush Securities
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Kovitz Investment Group Partners's OXLC Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 3,352 shares — an estimated $70.4K sold.

Kovitz Investment Group Partners first reported a position in OXLC in Q3 2024 and held it in 4 quarters. The position peaked at $87.8K in Q3 2024. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,352 Oxford Lane Capital shares in Q3 2025, an estimated $70.4K.
  • Kovitz Investment Group Partners first reported a position in Oxford Lane Capital in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Oxford Lane Capital position peaked at $87.8K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.