National Wealth Management Group’s Oxford Square Capital OXSQ Stock Holding History

National Wealth Management Group’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	$15.3K	Buy	11,584 +785	+7%	+$1.26K	﹤0.01%	226
2026 Q1	$19.1K	Buy	10,799 +597	+6%	+$1.08K	0.01%	215
2025 Q4	$18K	Buy	10,202 +202	+2%	+$368	0.01%	244
2025 Q3	$15.9K	Hold	10,000	–	–	0.01%	227
2025 Q2	$22.3K	Hold	10,000	–	–	0.01%	158
2025 Q1	$26.1K	Hold	10,000	–	–	0.02%	145
2024 Q4	$24.4K	Hold	10,000	–	–	0.02%	146
2024 Q3	$28.3K	Buy	+10,000	New	+$29.5K	0.02%	140

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

National Wealth Management Group's OXSQ Position: Q2 2026 in Review

National Wealth Management Group increased its Oxford Square Capital (OXSQ) stake by 7.3% in Q2 2026, buying an estimated $1.26K and bringing the position to 11,584 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

National Wealth Management Group first reported a position in OXSQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.3K in Q3 2024. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

National Wealth Management Group held 11,584 shares of Oxford Square Capital worth $15.3K as of Q2 2026.
National Wealth Management Group bought 785 Oxford Square Capital shares in Q2 2026, an estimated $1.26K.
Oxford Square Capital made up ﹤0.01% of National Wealth Management Group's portfolio in Q2 2026, its #226 holding.
National Wealth Management Group first reported a position in Oxford Square Capital in Q3 2024 and has held it in 8 quarters since.
National Wealth Management Group's Oxford Square Capital position peaked at $28.3K in Q3 2024.
47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.