VBFP
OXLC

Valtinson Bruner Financial Planning’s Oxford Lane Capital OXLC Stock Holding History

Valtinson Bruner Financial Planning’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
Q3 		– Sell
-2,524
Closed -$53K – 163
2025
Q2 		$53K Buy
2,524
+177
+8% +$3.98K 0.02% 155
2025
Q1 		$55.4K Buy
+2,347
New +$58.4K 0.02% 145

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Valtinson Bruner Financial Planning's OXLC Position: Q3 2025 in Review

Valtinson Bruner Financial Planning sold out of Oxford Lane Capital (OXLC) in Q3 2025, closing a stake of 2,524 shares — an estimated $53K sold.

Valtinson Bruner Financial Planning first reported a position in OXLC in Q1 2025 and held it in 2 quarters. The position peaked at $55.4K in Q1 2025. 94 funds tracked by Wall St. Rank hold OXLC as of Q3 2025.

  • Valtinson Bruner Financial Planning reported no remaining Oxford Lane Capital position as of Q3 2025 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 2,524 Oxford Lane Capital shares in Q3 2025, an estimated $53K.
  • Valtinson Bruner Financial Planning first reported a position in Oxford Lane Capital in Q1 2025 and held it in 2 quarters.
  • Valtinson Bruner Financial Planning's Oxford Lane Capital position peaked at $55.4K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2025, filed 4 Nov 2025.