LWMI
OXLC

Legacy Wealth Management (Idaho)’s Oxford Lane Capital OXLC Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$58.8K Buy
6,010
+1,040
+21% +$11.5K 0.03% 248
2025
Q4 		$72.8K Buy
4,970
+4,859
+4,377% +$72.7K 0.03% 179
2025
Q3 		$1.88K Hold
111
– – ﹤0.01% 550
2025
Q2 		$2.34K Buy
+111
New +$2.49K ﹤0.01% 488

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OXLC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Oxford Lane Capital (OXLC) stake by 21% in Q1 2026, buying an estimated $11.5K and bringing the position to 6,010 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #248.

Legacy Wealth Management (Idaho) first reported a position in OXLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $72.8K in Q4 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 6,010 shares of Oxford Lane Capital worth $58.8K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 1,040 Oxford Lane Capital shares in Q1 2026, an estimated $11.5K.
  • Oxford Lane Capital made up 0.03% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #248 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Oxford Lane Capital in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Oxford Lane Capital position peaked at $72.8K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.