AWM
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Accurate Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Accurate Wealth Management’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Hold
11,891
– – 0.03% 474
2026
Q1 		$275K Hold
11,891
– – 0.03% 438
2025
Q4 		$312K Hold
11,891
– – 0.04% 400
2025
Q3 		$314K Hold
11,891
– – 0.04% 380
2025
Q2 		$375K Hold
11,891
– – 0.06% 318
2025
Q1 		$330K Hold
11,891
– – 0.06% 263
2024
Q4 		$375K Hold
11,891
– – 0.07% 248
2024
Q3 		$357K Hold
11,891
– – 0.07% 260
2024
Q2 		$364K Hold
11,891
– – 0.09% 208
2024
Q1 		$372K Hold
11,891
– – 0.11% 183
2023
Q4 		$335K Hold
11,891
– – 0.1% 184
2023
Q3 		$327K Buy
+11,891
New +$329K 0.1% 184

Other funds holding BXSL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Accurate Wealth Management's BXSL Position: Q2 2026 in Review

Accurate Wealth Management held its Blackstone Secured Lending (BXSL) position steady in Q2 2026 at 11,891 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #474.

Accurate Wealth Management first reported a position in BXSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $375K in Q2 2025. 42 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Accurate Wealth Management held 11,891 shares of Blackstone Secured Lending worth $279K as of Q2 2026.
  • Accurate Wealth Management left its Blackstone Secured Lending share count unchanged in Q2 2026.
  • Blackstone Secured Lending made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Accurate Wealth Management first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 12 quarters since.
  • Accurate Wealth Management's Blackstone Secured Lending position peaked at $375K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.