Adams Asset Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Adams Asset Advisors’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	$1.19M	Hold	50,169	–	–	0.13%	74
2026 Q1	$1.19M	Buy	50,169 +832	+2%	+$20.7K	0.13%	71
2025 Q4	$1.3M	Hold	49,337	–	–	0.17%	64
2025 Q3	$1.29M	Sell	49,337 -1,013	-2%	-$30.4K	0.17%	65
2025 Q2	$1.55M	Hold	50,350	–	–	0.22%	55
2025 Q1	$1.63M	Sell	50,350 -14,500	-22%	-$478K	0.22%	53
2024 Q4	$2.1M	Hold	64,850	–	–	0.27%	47
2024 Q3	$1.9M	Hold	64,850	–	–	0.25%	50
2024 Q2	$1.99M	Hold	64,850	–	–	0.26%	44
2024 Q1	$2.02M	Hold	64,850	–	–	0.26%	45
2023 Q4	$1.79M	Sell	64,850 -14,500	-18%	-$400K	0.24%	49
2023 Q3	$2.17M	Sell	79,350 -15,000	-16%	-$415K	0.29%	47
2023 Q2	$2.58M	Buy	94,350 +1,569	+2%	+$40.4K	0.38%	46
2023 Q1	$2.31M	Buy	92,781 +6,777	+8%	+$166K	0.31%	48
2022 Q4	$1.92M	Buy	+86,004	New	+$2.01M	0.26%	51

Other funds holding BXSL

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return