Triumph Capital Management’s Oxford Lane Capital OXLC Stock Holding History

Triumph Capital Management’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 Q3	$39.1K	Hold	4,336	–	–	0.01%	772
2026 Q2	$38K	Sell	4,336 -255	-6%	-$2.47K	0.01%	749
2026 Q1	$44.9K	Sell	4,591 -806	-15%	-$8.88K	0.01%	675
2025 Q4	$79K	Buy	+5,397	New	+$80.7K	0.02%	487
2025 Q3	–	Sell	-88,356	Closed	-$1.86M	–	335
2025 Q2	$1.86M	Buy	88,356 +23,362	+36%	+$525K	0.56%	39
2025 Q1	$1.53M	Buy	64,994 +5,020	+8%	+$125K	0.51%	45
2024 Q4	$1.52M	Buy	59,974 +7,007	+13%	+$184K	0.52%	39
2024 Q3	$1.39M	Buy	52,967 +34,524	+187%	+$932K	0.49%	41
2024 Q2	$500K	Buy	+18,443	New	+$486K	0.2%	124

Other funds holding OXLC

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Triumph Capital Management's OXLC Position: Q3 2026 in Review

Triumph Capital Management held its Oxford Lane Capital (OXLC) position steady in Q3 2026 at 4,336 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #772.

Triumph Capital Management first reported a position in OXLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q2 2025. 20 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

Triumph Capital Management held 4,336 shares of Oxford Lane Capital worth $39.1K as of Q3 2026.
Triumph Capital Management left its Oxford Lane Capital share count unchanged in Q3 2026.
Oxford Lane Capital made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #772 holding.
Triumph Capital Management first reported a position in Oxford Lane Capital in Q2 2024 and has held it in 9 quarters since.
Triumph Capital Management's Oxford Lane Capital position peaked at $1.86M in Q2 2025.
20 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.