TF
OXLC

Tompkins Financial’s Oxford Lane Capital OXLC Stock Holding History

Tompkins Financial’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
2024
Q2 		– Sell
-3,200
Closed -$81.3K – 625
2024
Q1 		$81.3K Hold
3,200
– – 0.01% 305
2023
Q4 		$79K Hold
3,200
– – 0.01% 295
2023
Q3 		$79.8K Hold
3,200
– – 0.01% 277
2023
Q2 		$77.4K Hold
3,200
– – 0.01% 294
2023
Q1 		$83.7K Hold
3,200
– – 0.01% 284
2022
Q4 		$81K Hold
3,200
– – 0.01% 285
2022
Q3 		$83K Hold
3,200
– – 0.01% 285
2022
Q2 		$91K Hold
3,200
– – 0.01% 281
2022
Q1 		$116K Buy
+3,200
New +$123K 0.02% 271

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Tompkins Financial's OXLC Position: Q2 2024 in Review

Tompkins Financial sold out of Oxford Lane Capital (OXLC) in Q2 2024, closing a stake of 3,200 shares — an estimated $81.3K sold.

Tompkins Financial first reported a position in OXLC in Q1 2022 and held it in 9 quarters. The position peaked at $116K in Q1 2022. 101 funds tracked by Wall St. Rank hold OXLC as of Q2 2024.

  • Tompkins Financial reported no remaining Oxford Lane Capital position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 3,200 Oxford Lane Capital shares in Q2 2024, an estimated $81.3K.
  • Tompkins Financial first reported a position in Oxford Lane Capital in Q1 2022 and held it in 9 quarters.
  • Tompkins Financial's Oxford Lane Capital position peaked at $116K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.