SIS
OXLC

Sound Income Strategies’s Oxford Lane Capital OXLC Stock Holding History

Sound Income Strategies’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 		– Sell
-3,000
Closed -$30K – 1802
2026
Q1 		$30K Buy
3,000
+500
+20% +$5.51K ﹤0.01% 1020
2025
Q4 		$36.7K Buy
+2,500
New +$37.4K ﹤0.01% 909

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's OXLC Position: Q2 2026 in Review

Sound Income Strategies sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 3,000 shares — an estimated $30K sold.

Sound Income Strategies first reported a position in OXLC in Q4 2025 and held it in 2 quarters. The position peaked at $36.7K in Q4 2025. 70 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Sound Income Strategies reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 3,000 Oxford Lane Capital shares in Q2 2026, an estimated $30K.
  • Sound Income Strategies first reported a position in Oxford Lane Capital in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Oxford Lane Capital position peaked at $36.7K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.