B. Riley Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

B. Riley 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
2025 Q2	–	Sell	-71,925	Closed	-$2.33M	–	1086
2025 Q1	$2.33M	Buy	71,925 +31,706	+79%	+$1.05M	0.07%	283
2024 Q4	$1.33M	Sell	40,219 -33,644	-46%	-$1.05M	0.04%	365
2024 Q3	$2.22M	Sell	73,863 -2,498	-3%	-$75.4K	0.06%	297
2024 Q2	$2.4M	Sell	76,361 -6,557	-8%	-$205K	0.06%	301
2024 Q1	$2.33M	Buy	82,918 +11,916	+17%	+$349K	0.06%	304
2023 Q4	$2.02M	Sell	71,002 -11,916	-14%	-$329K	0.05%	355
2023 Q3	$2.33M	Buy	82,918 +13,553	+20%	+$375K	0.06%	304
2023 Q2	$1.95M	Buy	69,365 +2,673	+4%	+$68.8K	0.04%	380
2023 Q1	$1.71M	Buy	+66,692	New	+$1.63M	0.05%	387

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

B. Riley Wealth Advisors's BXSL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 71,925 shares — an estimated $2.33M sold.

B. Riley Wealth Advisors first reported a position in BXSL in Q1 2023 and held it in 9 quarters. The position peaked at $2.4M in Q2 2024. 387 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 71,925 Blackstone Secured Lending shares in Q2 2025, an estimated $2.33M.
B. Riley Wealth Advisors first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 9 quarters.
B. Riley Wealth Advisors's Blackstone Secured Lending position peaked at $2.4M in Q2 2024.
387 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.