PFS
OXLC

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 11 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.
  • 11 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.