Larson Financial Group’s Oxford Lane Capital OXLC Stock Holding History

Larson Financial Group’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 Q2	$8.76K	Buy	+1,000	New	+$9.68K	﹤0.01%	2485
2025 Q4	–	Sell	-454	Closed	-$7.69K	–	3614
2025 Q3	$7.69K	Buy	+454	New	+$8.3K	﹤0.01%	2155
2023 Q4	–	Hold	0	–	-$5	–	1880
2023 Q3	–	Hold	0	–	–	–	1701
2023 Q2	–	Hold	0	–	–	–	1564
2023 Q1	–	Hold	0	–	–	–	1546
2022 Q4	–	Hold	0	–	–	–	1501
2022 Q3	–	Sell	-2	Closed	-$60	–	1374
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1270
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1132
2021 Q4	$0	Buy	+2	New	+$78	﹤0.01%	1150
2021 Q3	–	Hold	0	–	–	–	932
2021 Q2	–	Hold	0	–	–	–	895
2021 Q1	–	Hold	0	–	–	–	902
2020 Q4	–	Hold	0	–	–	–	817
2020 Q3	–	Sell	-289	Closed	-$6.19K	–	811
2020 Q2	$6K	Buy	+289	New	+$5.86K	﹤0.01%	455
2020 Q1	–	Sell	-200	Closed	-$8K	–	627
2019 Q4	$8K	Buy	+200	New	+$8.88K	﹤0.01%	324

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Larson Financial Group's OXLC Position: Q2 2026 in Review

Larson Financial Group opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 1,000 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #2485 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in OXLC as recently as Q3 2025.

Larson Financial Group first reported a position in OXLC in Q4 2019 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Larson Financial Group held 1,000 shares of Oxford Lane Capital worth $8.76K as of Q2 2026.
Oxford Lane Capital was a new Larson Financial Group position in Q2 2026.
Oxford Lane Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2485 holding.
Larson Financial Group first reported a position in Oxford Lane Capital in Q4 2019 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.