United Capital Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

United Capital Financial 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
2025 Q2	–	Sell	-3,188	Closed	-$75.2K	–	1121
2025 Q1	$75.2K	Buy	+3,188	New	+$79.3K	﹤0.01%	1050
2023 Q1	–	Sell	-3,000	Closed	-$76K	–	1042
2022 Q4	$76K	Hold	3,000	–	–	﹤0.01%	1016
2022 Q3	$78K	Sell	3,000 -40	-1%	-$1.2K	﹤0.01%	1062
2022 Q2	$86K	Buy	3,040 +40	+1%	+$1.31K	﹤0.01%	1093
2022 Q1	$109K	Buy	+3,000	New	+$115K	﹤0.01%	1132

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

United Capital Financial Advisors's OXLC Position: Q2 2025 in Review

United Capital Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2025, closing a stake of 3,188 shares — an estimated $75.2K sold.

United Capital Financial Advisors first reported a position in OXLC in Q1 2022 and held it in 5 quarters. The position peaked at $109K in Q1 2022. 149 funds tracked by Wall St. Rank hold OXLC as of Q2 2025.

United Capital Financial Advisors reported no remaining Oxford Lane Capital position as of Q2 2025 after selling out during the quarter.
United Capital Financial Advisors sold 3,188 Oxford Lane Capital shares in Q2 2025, an estimated $75.2K.
United Capital Financial Advisors first reported a position in Oxford Lane Capital in Q1 2022 and held it in 5 quarters.
United Capital Financial Advisors's Oxford Lane Capital position peaked at $109K in Q1 2022.
149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.