Amplius Wealth Advisors
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Amplius Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Amplius Wealth 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
Q3 		$2.66M Sell
110,795
-35,540
-24% -$858K 0.18% 51
2026
Q2 		$3.47M Sell
146,335
-45,365
-24% -$1.08M 0.25% 42
2026
Q1 		$4.54M Sell
191,700
-209,417
-52% -$5.22M 0.38% 34
2025
Q4 		$10.6M Sell
401,117
-167,709
-29% -$4.5M 0.89% 23
2025
Q3 		$14.8M Buy
568,826
+40,414
+8% +$1.21M 1.28% 20
2025
Q2 		$16.2M Buy
528,412
+16,610
+3% +$507K 1.51% 21
2025
Q1 		$16.6M Buy
511,802
+11,920
+2% +$393K 1.72% 19
2024
Q4 		$16.2M Sell
499,882
-8,533
-2% -$267K 1.66% 21
2024
Q3 		$14.9M Sell
508,415
-15,242
-3% -$460K 1.63% 20
2024
Q2 		$16M Sell
523,657
-386,054
-42% -$12.1M 1.78% 15
2024
Q1 		$28.3M Sell
909,711
-272,970
-23% -$8M 3.18% 11
2023
Q4 		$32.7M Sell
1,182,681
-24,598
-2% -$679K 3.95% 8
2023
Q3 		$33M Sell
1,207,279
-9,134
-0.8% -$253K 4.43% 6
2023
Q2 		$33.3M Buy
1,216,413
+83,865
+7% +$2.16M 4.48% 5
2023
Q1 		$28.2M Buy
1,132,548
+766,723
+210% +$18.8M 4.05% 8
2022
Q4 		$8.18M Buy
365,825
+140,906
+63% +$3.3M 1.31% 23
2022
Q3 		$5.12M Buy
224,919
+147,168
+189% +$3.51M 0.91% 25
2022
Q2 		$1.84M Buy
77,751
+28,841
+59% +$748K 0.3% 46
2022
Q1 		$1.36M Buy
48,910
+33,910
+226% +$993K 0.21% 53
2021
Q4 		$510K Buy
+15,000
New +$486K 0.07% 103

Other funds holding BXSL

Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Prota Financial
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Amplius Wealth Advisors's BXSL Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 24% in Q3 2026, selling an estimated $858K and leaving 110,795 shares worth $2.66M. The position accounts for 0.18% of the portfolio, ranked #51.

Amplius Wealth Advisors first reported a position in BXSL in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.3M in Q2 2023. 84 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • Amplius Wealth Advisors held 110,795 shares of Blackstone Secured Lending worth $2.66M as of Q3 2026.
  • Amplius Wealth Advisors sold 35,540 Blackstone Secured Lending shares in Q3 2026, an estimated $858K.
  • Blackstone Secured Lending made up 0.18% of Amplius Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Amplius Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Blackstone Secured Lending position peaked at $33.3M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.