PWPS
OXLC

Pinnacle Wealth Planning Services’s Oxford Lane Capital OXLC Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$61.2K Buy
6,257
+2,479
+66% +$27.3K 0.01% 1081
2025
Q4 		$55.3K Buy
+3,778
New +$56.5K 0.01% 1128

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

Pinnacle Wealth Planning Services's OXLC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Oxford Lane Capital (OXLC) stake by 66% in Q1 2026, buying an estimated $27.3K and bringing the position to 6,257 shares worth $61.2K. The position accounts for 0.01% of the portfolio, ranked #1081.

Pinnacle Wealth Planning Services first reported a position in OXLC in Q4 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,257 shares of Oxford Lane Capital worth $61.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,479 Oxford Lane Capital shares in Q1 2026, an estimated $27.3K.
  • Oxford Lane Capital made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1081 holding.
  • Pinnacle Wealth Planning Services first reported a position in Oxford Lane Capital in Q4 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.