LIS
OXLC

Legacy Investment Solutions’s Oxford Lane Capital OXLC Stock Holding History

Legacy Investment Solutions’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
Q2 		$2.34K Buy
+111
New +$2.49K ﹤0.01% 488

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Legacy Investment Solutions's OXLC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Oxford Lane Capital (OXLC) in Q2 2025: 111 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

  • Legacy Investment Solutions held 111 shares of Oxford Lane Capital worth $2.34K as of Q2 2025.
  • Oxford Lane Capital was a new Legacy Investment Solutions position in Q2 2025.
  • Oxford Lane Capital made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #488 holding.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.