VWM
OXLC

Valley Wealth Managers’s Oxford Lane Capital OXLC Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-560
Closed -$9.48K – 369
2025
Q3 		$9.48K Buy
+560
New +$10.2K ﹤0.01% 266

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley Wealth Managers's OXLC Position: Q4 2025 in Review

Valley Wealth Managers sold out of Oxford Lane Capital (OXLC) in Q4 2025, closing a stake of 560 shares — an estimated $9.48K sold.

Valley Wealth Managers first reported a position in OXLC in Q3 2025 and held it in 1 quarter. The position peaked at $9.48K in Q3 2025. 112 funds tracked by Wall St. Rank hold OXLC as of Q4 2025.

  • Valley Wealth Managers reported no remaining Oxford Lane Capital position as of Q4 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 560 Oxford Lane Capital shares in Q4 2025, an estimated $9.48K.
  • Valley Wealth Managers first reported a position in Oxford Lane Capital in Q3 2025 and held it in 1 quarter.
  • Valley Wealth Managers's Oxford Lane Capital position peaked at $9.48K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.