Prospera Financial Services’s Oxford Lane Capital OXLC Stock Holding History

Prospera Financial 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	$194K	Buy	22,192 +772	+4%	+$7.47K	﹤0.01%	1406
2026 Q1	$210K	Buy	21,420 +5,124	+31%	+$56.4K	﹤0.01%	1338
2025 Q4	$239K	Sell	16,296 -341	-2%	-$5.1K	﹤0.01%	1226
2025 Q3	$282K	Buy	16,637 +1,061	+7%	+$19.4K	﹤0.01%	1165
2025 Q2	$327K	Buy	15,576 +2,140	+16%	+$48.1K	0.01%	1071
2025 Q1	$317K	Buy	13,436 +3,182	+31%	+$79.1K	0.01%	965
2024 Q4	$260K	Buy	10,254 +505	+5%	+$13.2K	0.01%	985
2024 Q3	$255K	Buy	9,749 +179	+2%	+$4.83K	0.01%	980
2024 Q2	$259K	Buy	9,570 +613	+7%	+$16.1K	0.01%	974
2024 Q1	$228K	Buy	8,957 +697	+8%	+$17.9K	0.01%	1000
2023 Q4	$204K	Buy	8,260 +396	+5%	+$9.76K	0.01%	1002
2023 Q3	$196K	Buy	7,864 +354	+5%	+$9.12K	0.01%	955
2023 Q2	$182K	Buy	7,510 +3,479	+86%	+$88.9K	0.01%	961
2023 Q1	$105K	Buy	4,031 +543	+16%	+$15.1K	﹤0.01%	932
2022 Q4	$88.4K	Buy	3,488 +147	+4%	+$3.79K	﹤0.01%	876
2022 Q3	$86K	Buy	3,341 +427	+15%	+$12.9K	﹤0.01%	810
2022 Q2	$83K	Buy	2,914 +1,474	+102%	+$48.3K	﹤0.01%	936
2022 Q1	$52K	Buy	+1,440	New	+$55.4K	﹤0.01%	1366

Other funds holding OXLC

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

PAMP

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

KKRC

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 $32.9B AUM 23.66% 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

Prospera Financial Services's OXLC Position: Q2 2026 in Review

Prospera Financial Services increased its Oxford Lane Capital (OXLC) stake by 3.6% in Q2 2026, buying an estimated $7.47K and bringing the position to 22,192 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Prospera Financial Services first reported a position in OXLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $327K in Q2 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Prospera Financial Services held 22,192 shares of Oxford Lane Capital worth $194K as of Q2 2026.
Prospera Financial Services bought 772 Oxford Lane Capital shares in Q2 2026, an estimated $7.47K.
Oxford Lane Capital made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1406 holding.
Prospera Financial Services first reported a position in Oxford Lane Capital in Q1 2022 and has held it in 18 quarters since.
Prospera Financial Services's Oxford Lane Capital position peaked at $327K in Q2 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.