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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
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

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

Amplius Wealth Advisors's BXSL Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 24% in Q2 2026, selling an estimated $1.08M and leaving 146,335 shares worth $3.47M. The position accounts for 0.25% of the portfolio, ranked #42.

Amplius Wealth Advisors first reported a position in BXSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.3M in Q2 2023. 42 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Amplius Wealth Advisors held 146,335 shares of Blackstone Secured Lending worth $3.47M as of Q2 2026.
  • Amplius Wealth Advisors sold 45,365 Blackstone Secured Lending shares in Q2 2026, an estimated $1.08M.
  • Blackstone Secured Lending made up 0.25% of Amplius Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Amplius Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Blackstone Secured Lending position peaked at $33.3M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.