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Triumph Capital Management’s Oxford Square Capital OXSQ Stock Holding History

Triumph Capital Management’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.75K Hold
3,600
– – ﹤0.01% 1364
2026
Q1 		$6.37K Hold
3,600
– – ﹤0.01% 1234
2025
Q4 		$6.34K Buy
+3,600
New +$6.55K ﹤0.01% 1197

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
BLFG
Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triumph Capital Management's OXSQ Position: Q2 2026 in Review

Triumph Capital Management held its Oxford Square Capital (OXSQ) position steady in Q2 2026 at 3,600 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Triumph Capital Management first reported a position in OXSQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.37K in Q1 2026. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

  • Triumph Capital Management held 3,600 shares of Oxford Square Capital worth $4.75K as of Q2 2026.
  • Triumph Capital Management left its Oxford Square Capital share count unchanged in Q2 2026.
  • Oxford Square Capital made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1364 holding.
  • Triumph Capital Management first reported a position in Oxford Square Capital in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Oxford Square Capital position peaked at $6.37K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.