SWP
OXLC

Strategic Wealth Partners’s Oxford Lane Capital OXLC Stock Holding History

Strategic Wealth Partners’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 		$75.7K Buy
8,640
+8,600
+21,500% +$83.2K ﹤0.01% 454
2026
Q1 		$391 Buy
+40
New +$441 ﹤0.01% 1340

Other funds holding OXLC

Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Strategic Wealth Partners's OXLC Position: Q2 2026 in Review

Strategic Wealth Partners increased its Oxford Lane Capital (OXLC) stake by 21,500% in Q2 2026, buying an estimated $83.2K and bringing the position to 8,640 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Strategic Wealth Partners first reported a position in OXLC in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Strategic Wealth Partners held 8,640 shares of Oxford Lane Capital worth $75.7K as of Q2 2026.
  • Strategic Wealth Partners bought 8,600 Oxford Lane Capital shares in Q2 2026, an estimated $83.2K.
  • Oxford Lane Capital made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #454 holding.
  • Strategic Wealth Partners first reported a position in Oxford Lane Capital in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.