Security National Bank’s Oxford Lane Capital OXLC Stock Holding History

Security National Bank’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	$35K	Buy	+4,000	New	+$38.7K	﹤0.01%	265

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

Security National Bank's OXLC Position: Q2 2026 in Review

Security National Bank opened a new position in Oxford Lane Capital (OXLC) in Q2 2026: 4,000 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

Security National Bank held 4,000 shares of Oxford Lane Capital worth $35K as of Q2 2026.
Oxford Lane Capital was a new Security National Bank position in Q2 2026.
Oxford Lane Capital made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #265 holding.
95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.