NWF Advisory Services’s Oxford Lane Capital OXLC Stock Holding History

NWF Advisory Services’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	$88.5K	Buy	+10,103	New	+$97.8K	0.01%	437
2025 Q1	–	Sell	-2,306	Closed	-$58.5K	–	409
2024 Q4	$58.5K	Buy	+2,306	New	+$60.4K	0.01%	271

Other funds holding OXLC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EPCM

Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

NWF Advisory Services's OXLC Position: Q2 2026 in Review

NWF Advisory Services opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 10,103 shares worth $88.5K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in OXLC as recently as Q4 2024.

NWF Advisory Services first reported a position in OXLC in Q4 2024 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

NWF Advisory Services held 10,103 shares of Oxford Lane Capital worth $88.5K as of Q2 2026.
Oxford Lane Capital was a new NWF Advisory Services position in Q2 2026.
Oxford Lane Capital made up 0.01% of NWF Advisory Services's portfolio in Q2 2026, its #437 holding.
NWF Advisory Services first reported a position in Oxford Lane Capital in Q4 2024 and has held it in 2 quarters since.
94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.