BPA
BSL

Beacon Pointe Advisors’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Beacon Pointe Advisors’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$453K Sell
34,983
-682
-2% -$8.98K ﹤0.01% 1349
2025
Q4 		$481K Hold
35,665
– – ﹤0.01% 1087
2025
Q3 		$501K Buy
35,665
+6,073
+21% +$86.2K ﹤0.01% 1007
2025
Q2 		$423K Hold
29,592
– – ﹤0.01% 932
2025
Q1 		$418K Buy
29,592
+5,394
+22% +$77K ﹤0.01% 902
2024
Q4 		$347K Buy
24,198
+150
+0.6% +$2.15K ﹤0.01% 956
2024
Q3 		$340K Sell
24,048
-1,082
-4% -$15.3K ﹤0.01% 982
2024
Q2 		$352K Buy
25,130
+425
+2% +$6.01K ﹤0.01% 1005
2024
Q1 		$354K Hold
24,705
– – ﹤0.01% 1049
2023
Q4 		$330K Sell
24,705
-975
-4% -$12.7K ﹤0.01% 1050
2023
Q3 		$340K Buy
+25,680
New +$337K ﹤0.01% 1011

Other funds holding BSL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return