Bard Associates’s Blackstone Secured Lending BXSL Stock Holding History

Bard Associates’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 Q4	–	Sell	-51,304	Closed	-$1.38M	–	244
2025 Q3	$1.38M	Sell	51,304 -43,438	-46%	-$1.3M	0.37%	77
2025 Q2	$2.99M	Sell	94,742 -777	-0.8%	-$23.7K	0.96%	35
2025 Q1	$3.16M	Hold	95,519	–	–	1.18%	27
2024 Q4	$3.16M	Sell	95,519 -650	-0.7%	-$20.3K	1.07%	29
2024 Q3	$2.89M	Sell	96,169 -1,575	-2%	-$47.6K	0.98%	32
2024 Q2	$3.07M	Sell	97,744 -415	-0.4%	-$13K	1.17%	24
2024 Q1	$3.13M	Sell	98,159 -775	-0.8%	-$22.7K	1.13%	25
2023 Q4	$2.81M	Sell	98,934 -805	-0.8%	-$22.2K	1.07%	29
2023 Q3	$2.8M	Buy	99,739 +370	+0.4%	+$10.2K	1.16%	24
2023 Q2	$2.79M	Buy	+99,369	New	+$2.56M	1.08%	31

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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

Bard Associates's BXSL Position: Q4 2025 in Review

Bard Associates sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 51,304 shares — an estimated $1.38M sold.

Bard Associates first reported a position in BXSL in Q2 2023 and held it in 10 quarters. The position peaked at $3.16M in Q1 2025. 392 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

Bard Associates reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
Bard Associates sold 51,304 Blackstone Secured Lending shares in Q4 2025, an estimated $1.38M.
Bard Associates first reported a position in Blackstone Secured Lending in Q2 2023 and held it in 10 quarters.
Bard Associates's Blackstone Secured Lending position peaked at $3.16M in Q1 2025.
392 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on Bard Associates's 13F filing for Q4 2025, filed 13 Feb 2026.