LeClair Wealth Partners’s Oxford Square Capital OXSQ Stock Holding History

LeClair Wealth Partners’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	$23.9K	Buy	+18,122	New	+$29K	0.01%	132
2026 Q1	–	Sell	-18,122	Closed	-$31.9K	–	165
2025 Q4	$31.9K	Hold	18,122	–	–	0.02%	112
2025 Q3	$28.8K	Hold	18,122	–	–	0.02%	105
2025 Q2	$40.4K	Hold	18,122	–	–	0.03%	100
2025 Q1	$47.3K	Buy	+18,122	New	+$48.8K	0.03%	95

Other funds holding OXSQ

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

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

LeClair Wealth Partners's OXSQ Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Oxford Square Capital (OXSQ) in Q2 2026: 18,122 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #132 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in OXSQ as recently as Q4 2025.

LeClair Wealth Partners first reported a position in OXSQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $47.3K in Q1 2025. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

LeClair Wealth Partners held 18,122 shares of Oxford Square Capital worth $23.9K as of Q2 2026.
Oxford Square Capital was a new LeClair Wealth Partners position in Q2 2026.
Oxford Square Capital made up 0.01% of LeClair Wealth Partners's portfolio in Q2 2026, its #132 holding.
LeClair Wealth Partners first reported a position in Oxford Square Capital in Q1 2025 and has held it in 5 quarters since.
LeClair Wealth Partners's Oxford Square Capital position peaked at $47.3K in Q1 2025.
47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.