SS
OXLC

Sunbelt Securities’s Oxford Lane Capital OXLC Stock Holding History

Sunbelt Securities’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
Q1 		$8.45K Sell
864
-2,963
-77% -$32.6K ﹤0.01% 1539
2025
Q4 		$56K Buy
3,827
+3,025
+377% +$45.3K ﹤0.01% 967
2025
Q3 		$13.6K Buy
802
+552
+221% +$10.1K ﹤0.01% 1370
2025
Q2 		$6.34K Sell
250
-14
-5% -$315 ﹤0.01% 1398
2025
Q1 		$6.24K Buy
264
+14
+6% +$348 ﹤0.01% 1367
2024
Q4 		$6.32K Buy
250
+13
+5% +$341 ﹤0.01% 1398
2024
Q3 		$6.21K Buy
237
+11
+5% +$297 ﹤0.01% 1388
2024
Q2 		$6.11K Buy
226
+11
+5% +$290 ﹤0.01% 1358
2024
Q1 		$5.46K Buy
215
+11
+5% +$282 ﹤0.01% 1350
2023
Q4 		$5.05K Buy
204
+10
+5% +$246 ﹤0.01% 1310
2023
Q3 		$4.84K Buy
194
+9
+5% +$232 ﹤0.01% 1317
2023
Q2 		$4.48K Sell
185
-1,003
-84% -$25.6K ﹤0.01% 1345
2023
Q1 		$31.1K Buy
+1,188
New +$33.1K 0.01% 848

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Sunbelt Securities's OXLC Position: Q1 2026 in Review

Sunbelt Securities reduced its Oxford Lane Capital (OXLC) stake by 77% in Q1 2026, selling an estimated $32.6K and leaving 864 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Sunbelt Securities first reported a position in OXLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $56K in Q4 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Sunbelt Securities held 864 shares of Oxford Lane Capital worth $8.45K as of Q1 2026.
  • Sunbelt Securities sold 2,963 Oxford Lane Capital shares in Q1 2026, an estimated $32.6K.
  • Oxford Lane Capital made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1539 holding.
  • Sunbelt Securities first reported a position in Oxford Lane Capital in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Oxford Lane Capital position peaked at $56K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.