Northwestern Mutual Wealth Management’s Oxford Square Capital OXSQ Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$18.2K	Buy	+10,276	New	+$18.6K	﹤0.01%	2842
2025 Q3	–	Sell	-355	Closed	-$792	–	3989
2025 Q2	$792	Buy	+355	New	+$851	﹤0.01%	3412
2019 Q3	–	Sell	-5,500	Closed	-$35K	–	2639
2019 Q2	$35K	Buy	+5,500	New	+$35.1K	﹤0.01%	1526
2018 Q4	–	Sell	-4,126	Closed	-$29K	–	2579
2018 Q3	$29K	Buy	+4,126	New	+$29.7K	﹤0.01%	1512
2018 Q1	–	Sell	-1,500	Closed	-$9K	–	2365
2017 Q4	$9K	Sell	1,500 -1,212	-45%	-$7.57K	﹤0.01%	1791
2017 Q3	$19K	Sell	2,712 -18,788	-87%	-$126K	﹤0.01%	1484
2017 Q2	$136K	Buy	+21,500	New	+$154K	﹤0.01%	785
2016 Q1	–	Sell	-210	Closed	-$1K	–	2239
2015 Q4	$1K	Buy	+210	New	+$1.37K	﹤0.01%	1515
2015 Q2	–	Sell	-855	Closed	-$6K	–	1570
2015 Q1	$6K	Buy	+855	New	+$6.31K	﹤0.01%	1154

Other funds holding OXSQ

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $55.8B AUM 26.04% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Northwestern Mutual Wealth Management's OXSQ Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Oxford Square Capital (OXSQ) in Q1 2026: 10,276 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #2842 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in OXSQ as recently as Q2 2025.

Northwestern Mutual Wealth Management first reported a position in OXSQ in Q1 2015 and has held it in 9 quarters since. The position peaked at $136K in Q2 2017. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

Northwestern Mutual Wealth Management held 10,276 shares of Oxford Square Capital worth $18.2K as of Q1 2026.
Oxford Square Capital was a new Northwestern Mutual Wealth Management position in Q1 2026.
Oxford Square Capital made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2842 holding.
Northwestern Mutual Wealth Management first reported a position in Oxford Square Capital in Q1 2015 and has held it in 9 quarters since.
Northwestern Mutual Wealth Management's Oxford Square Capital position peaked at $136K in Q2 2017.
48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.