Raymond James Financial’s Oxford Lane Capital OXLC Stock Holding History

Raymond James Financial’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	$236K	Sell	26,969 -603	-2%	-$5.84K	﹤0.01%	4957
2026 Q1	$270K	Sell	27,572 -95,221	-78%	-$1.05M	﹤0.01%	4717
2025 Q4	$1.8M	Buy	122,793 +90,079	+275%	+$1.35M	﹤0.01%	3361
2025 Q3	$554K	Sell	32,714 -10,679	-25%	-$195K	﹤0.01%	4064
2025 Q2	$911K	Buy	43,393 +157	+0.4%	+$3.53K	﹤0.01%	3648
2025 Q1	$1.02M	Buy	43,236 +681	+2%	+$16.9K	﹤0.01%	3473
2024 Q4	$1.08M	Buy	+42,555	New	+$1.11M	﹤0.01%	3404

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 40.91% 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

Raymond James Financial's OXLC Position: Q2 2026 in Review

Raymond James Financial reduced its Oxford Lane Capital (OXLC) stake by 2.2% in Q2 2026, selling an estimated $5.84K and leaving 26,969 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #4957.

Raymond James Financial first reported a position in OXLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2025. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Raymond James Financial held 26,969 shares of Oxford Lane Capital worth $236K as of Q2 2026.
Raymond James Financial sold 603 Oxford Lane Capital shares in Q2 2026, an estimated $5.84K.
Oxford Lane Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4957 holding.
Raymond James Financial first reported a position in Oxford Lane Capital in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Oxford Lane Capital position peaked at $1.8M in Q4 2025.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.