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
Q2 		$424K Sell
32,712
-2,271
-6% -$29.6K ﹤0.01% 1413
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 $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Beacon Pointe Advisors's BSL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Blackstone Senior Floating Rate 2027 Term Fund (BSL) stake by 6.5% in Q2 2026, selling an estimated $29.6K and leaving 32,712 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Beacon Pointe Advisors first reported a position in BSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $501K in Q3 2025. 42 funds tracked by Wall St. Rank hold BSL as of Q2 2026.

  • Beacon Pointe Advisors held 32,712 shares of Blackstone Senior Floating Rate 2027 Term Fund worth $424K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,271 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2026, an estimated $29.6K.
  • Blackstone Senior Floating Rate 2027 Term Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1413 holding.
  • Beacon Pointe Advisors first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q3 2023 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $501K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.