OneAscent Family Office, LLC
Family OfficePosition in OXLC — Oxford Lane Capital Corp.
CIK 2055812
BIRMINGHAM, AL
Position in OXLC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$406,963
New position
Shares Held
46,457
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026OneAscent Family Office, LLC holds $1,987,565 across 5 Asset Management names. OXLC ranks #3 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCAT |
BlackRock Capital Allocation Term Trust
|
31,259 | $497,955 | |
| 2 | STT |
State Street Corp
|
8,123 | $435,474 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
This page
|
46,457 | $406,963 | |
| 4 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
44,268 | $334,666 | |
| 5 | BLK |
BlackRock, Inc.
|
325 | $312,507 |
All Filings in OXLC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,963 | 46,457 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||