PWMG
OXLC icon

Private Wealth Management Group’s Oxford Lane Capital OXLC Stock Holding History

Private Wealth Management Group’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
2025
Q4 		– Sell
-1,124
Closed -$19K – 1519
2025
Q3 		$19K Buy
+1,124
New +$20.6K 0.01% 346

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Private Wealth Management Group's OXLC Position: Q4 2025 in Review

Private Wealth Management Group sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 1,124 shares — an estimated $19K sold.

Private Wealth Management Group first reported a position in OXLC in Q3 2025 and held it in 1 quarter. The position peaked at $19K in Q3 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Private Wealth Management Group reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 1,124 Oxford Lane Capital shares in Q4 2025, an estimated $19K.
  • Private Wealth Management Group first reported a position in Oxford Lane Capital in Q3 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Oxford Lane Capital position peaked at $19K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.