TJHA
OXLC

Thomas J. Herzfeld Advisors’s Oxford Lane Capital OXLC Stock Holding History

Thomas J. Herzfeld Advisors’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
-222,539
Closed -$2.18M – 139
2026
Q1 		$2.18M Sell
222,539
-176,927
-44% -$1.95M 0.74% 38
2025
Q4 		$5.85M Buy
399,466
+171,594
+75% +$2.57M 1.98% 17
2025
Q3 		$3.86M Buy
+227,872
New +$4.17M 1.32% 28
2024
Q1 		– Sell
-32,778
Closed -$810K – 160
2023
Q4 		$810K Hold
32,778
– – 0.3% 61
2023
Q3 		$818K Sell
32,778
-250,645
-88% -$6.45M 0.32% 61
2023
Q2 		$6.86M Sell
283,423
-258,424
-48% -$6.6M 2.73% 7
2023
Q1 		$14.2M Buy
541,847
+13,063
+2% +$364K 5.73% 4
2022
Q4 		$13.4M Buy
+528,784
New +$13.6M 5.49% 4
2022
Q3 		– Sell
-31,528
Closed -$895K – 327
2022
Q2 		$895K Sell
31,528
-20,224
-39% -$663K 0.37% 58
2022
Q1 		$1.87M Sell
51,752
-37,600
-42% -$1.45M 0.7% 45
2021
Q4 		$3.44M Buy
89,352
+13,137
+17% +$511K 1.25% 23
2021
Q3 		$2.75M Buy
76,215
+26,174
+52% +$950K 1.21% 27
2021
Q2 		$1.85M Buy
+50,041
New +$1.75M 0.77% 39
2020
Q1 		– Sell
-64,898
Closed -$2.65M – 253
2019
Q4 		$2.65M Buy
+64,898
New +$2.88M 0.95% 32
2018
Q4 		– Sell
-103,053
Closed -$5.46M – 312
2018
Q3 		$5.46M Buy
103,053
+70,459
+216% +$3.86M 1.94% 13
2018
Q2 		$1.7M Sell
32,594
-497
-2% -$26.6K 0.62% 49
2018
Q1 		$1.68M Buy
33,091
+24,364
+279% +$1.23M 0.65% 46
2017
Q4 		$439K Buy
+8,727
New +$450K 0.16% 87
2017
Q3 		– Sell
-2,963
Closed -$147K – 303
2017
Q2 		$147K Buy
2,963
+2,363
+394% +$127K 0.06% 117
2017
Q1 		$33K Buy
+600
New +$33.2K 0.01% 236

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

Thomas J. Herzfeld Advisors's OXLC Position: Q2 2026 in Review

Thomas J. Herzfeld Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 222,539 shares — an estimated $2.18M sold.

Thomas J. Herzfeld Advisors first reported a position in OXLC in Q1 2017 and held it in 20 quarters. The position peaked at $14.2M in Q1 2023. 95 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Thomas J. Herzfeld Advisors reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 222,539 Oxford Lane Capital shares in Q2 2026, an estimated $2.18M.
  • Thomas J. Herzfeld Advisors first reported a position in Oxford Lane Capital in Q1 2017 and held it in 20 quarters.
  • Thomas J. Herzfeld Advisors's Oxford Lane Capital position peaked at $14.2M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.