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BOLTON SECURITIES CORPORATION’s Oxford Lane Capital OXLC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$32.2K Hold
3,571
– – ﹤0.01% 1486
2026
Q2 		$31.3K Hold
3,571
– – ﹤0.01% 1474
2026
Q1 		$34.9K Buy
+3,571
New +$39.3K ﹤0.01% 1312
2025
Q3 		$60.5K Buy
+3,571
New +$65.3K ﹤0.01% 1099
2025
Q1 		$84.3K Buy
+3,572
New +$88.8K 0.01% 922

Other funds holding OXLC

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Point Credit Management
Eagle Point Credit Management Greenwich, Connecticut $56.4M AUM 18.94% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OXLC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Oxford Lane Capital (OXLC) position steady in Q3 2026 at 3,571 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

BOLTON SECURITIES CORPORATION first reported a position in OXLC in Q1 2025 and has held it in 5 quarters since. The position peaked at $84.3K in Q1 2025. 63 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,571 shares of Oxford Lane Capital worth $32.2K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Oxford Lane Capital share count unchanged in Q3 2026.
  • Oxford Lane Capital made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1486 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Oxford Lane Capital in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Oxford Lane Capital position peaked at $84.3K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.