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Allworth Financial’s Blackstone Secured Lending BXSL Stock Holding History

Allworth Financial’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
Q1 		$264K Sell
11,152
-125
-1% -$3.11K ﹤0.01% 1240
2025
Q4 		$297K Sell
11,277
-1,593
-12% -$42.8K ﹤0.01% 1153
2025
Q3 		$336K Sell
12,870
-40,088
-76% -$1.2M ﹤0.01% 1046
2025
Q2 		$1.63M Buy
52,958
+7,150
+16% +$218K 0.01% 533
2025
Q1 		$1.35M Buy
45,808
+274
+0.6% +$9.03K 0.01% 472
2024
Q4 		$1.48M Sell
45,534
-3,800
-8% -$119K 0.01% 459
2024
Q3 		$1.45M Buy
49,334
+117
+0.2% +$3.53K 0.01% 386
2024
Q2 		$1.49M Buy
49,217
+6,885
+16% +$215K 0.01% 374
2024
Q1 		$1.32M Buy
42,332
+296
+0.7% +$8.67K 0.01% 365
2023
Q4 		$1.16M Buy
42,036
+301
+0.7% +$8.31K 0.01% 391
2023
Q3 		$1.14M Buy
41,735
+258
+0.6% +$7.14K 0.01% 358
2023
Q2 		$1.13M Sell
41,477
-3,492
-8% -$89.9K 0.01% 367
2023
Q1 		$1.12M Buy
44,969
+307
+0.7% +$7.52K 0.01% 342
2022
Q4 		$998K Buy
44,662
+204
+0.5% +$4.78K 0.01% 344
2022
Q3 		$1.01M Buy
44,458
+26,927
+154% +$642K 0.01% 325
2022
Q2 		$414K Buy
17,531
+8,839
+102% +$229K 0.01% 433
2022
Q1 		$242K Buy
+8,692
New +$255K ﹤0.01% 517

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Allworth Financial's BXSL Position: Q1 2026 in Review

Allworth Financial reduced its Blackstone Secured Lending (BXSL) stake by 1.1% in Q1 2026, selling an estimated $3.11K and leaving 11,152 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Allworth Financial first reported a position in BXSL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q2 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Allworth Financial held 11,152 shares of Blackstone Secured Lending worth $264K as of Q1 2026.
  • Allworth Financial sold 125 Blackstone Secured Lending shares in Q1 2026, an estimated $3.11K.
  • Blackstone Secured Lending made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1240 holding.
  • Allworth Financial first reported a position in Blackstone Secured Lending in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Blackstone Secured Lending position peaked at $1.63M in Q2 2025.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.