Lido Advisors
OXLC

Lido Advisors’s Oxford Lane Capital OXLC Stock Holding History

Lido Advisors’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 		– Sell
-46,470
Closed -$454K – 2234
2026
Q1 		$454K Buy
46,470
+36,130
+349% +$398K ﹤0.01% 1348
2025
Q4 		$175K Buy
10,340
+66
+0.6% +$987 ﹤0.01% 1789
2025
Q3 		$174K Sell
10,274
-13
-0.1% -$238 ﹤0.01% 1698
2025
Q2 		$216K Buy
10,287
+1
+0% +$22 ﹤0.01% 1491
2025
Q1 		$243K Sell
10,286
-600
-6% -$14.9K ﹤0.01% 1299
2024
Q4 		$276K Sell
10,886
-1,646
-13% -$43.1K ﹤0.01% 1249
2024
Q3 		$328K Buy
12,532
+1,877
+18% +$50.7K ﹤0.01% 1117
2024
Q2 		$289K Buy
10,655
+381
+4% +$10K ﹤0.01% 1145
2024
Q1 		$261K Hold
10,274
– – ﹤0.01% 1152
2023
Q4 		$254K Buy
+10,274
New +$253K ﹤0.01% 1112

Other funds holding OXLC

Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Lido Advisors's OXLC Position: Q2 2026 in Review

Lido Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 46,470 shares — an estimated $454K sold.

Lido Advisors first reported a position in OXLC in Q4 2023 and held it in 10 quarters. The position peaked at $454K in Q1 2026. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Lido Advisors reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 46,470 Oxford Lane Capital shares in Q2 2026, an estimated $454K.
  • Lido Advisors first reported a position in Oxford Lane Capital in Q4 2023 and held it in 10 quarters.
  • Lido Advisors's Oxford Lane Capital position peaked at $454K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.