Atria Wealth Solutions’s Blackstone Secured Lending BXSL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-79,708	Closed	-$2.58M	–	1517
2025 Q1	$2.58M	Buy	79,708 +18,325	+30%	+$604K	0.03%	543
2024 Q4	$1.98M	Buy	61,383 +52,407	+584%	+$1.64M	0.02%	646
2024 Q3	$263K	Buy	+8,976	New	+$271K	﹤0.01%	1596

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's BXSL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 79,708 shares — an estimated $2.58M sold.

Atria Wealth Solutions first reported a position in BXSL in Q3 2024 and held it in 3 quarters. The position peaked at $2.58M in Q1 2025. 387 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

Atria Wealth Solutions reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 79,708 Blackstone Secured Lending shares in Q2 2025, an estimated $2.58M.
Atria Wealth Solutions first reported a position in Blackstone Secured Lending in Q3 2024 and held it in 3 quarters.
Atria Wealth Solutions's Blackstone Secured Lending position peaked at $2.58M in Q1 2025.
387 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.