BigSur Wealth Management
BXSL icon

BigSur Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

BigSur Wealth Management’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
2026
Q3 		$2.23M Hold
90,148
– – 0.53% 52
2026
Q2 		$2.21M Sell
90,148
-767
-0.8% -$18.3K 0.53% 52
2026
Q1 		$2.22M Sell
90,915
-33,434
-27% -$833K 0.62% 47
2025
Q4 		$3.37M Buy
124,349
+3,370
+3% +$90.5K 0.82% 33
2025
Q3 		$3.25M Sell
120,979
-1,000
-0.8% -$30K 0.8% 37
2025
Q2 		$3.84M Sell
121,979
-350
-0.3% -$10.7K 0.97% 30
2025
Q1 		$4.05M Buy
122,329
+448
+0.4% +$14.8K 1.1% 24
2024
Q4 		$4.03M Sell
121,881
-3,485
-3% -$109K 1.15% 24
2024
Q3 		$3.77M Buy
125,366
+6,575
+6% +$199K 1.04% 26
2024
Q2 		$3.73M Buy
118,791
+3,833
+3% +$120K 1.14% 22
2024
Q1 		$3.67M Buy
114,958
+10,600
+10% +$311K 1.15% 21
2023
Q4 		$2.96M Hold
104,358
– – 1.41% 17
2023
Q3 		$2.94M Hold
104,358
– – 1.48% 14
2023
Q2 		$2.93M Sell
104,358
-11,500
-10% -$296K 1.4% 18
2023
Q1 		$2.97M Buy
+115,858
New +$2.84M 1.39% 17
2022
Q4 		– Sell
-298,550
Closed -$7.13M – 126
2022
Q3 		$7.13M Buy
+298,550
New +$7.12M 3.6% 5

Other funds holding BXSL

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Prota Financial
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

BigSur Wealth Management's BXSL Position: Q3 2026 in Review

BigSur Wealth Management held its Blackstone Secured Lending (BXSL) position steady in Q3 2026 at 90,148 shares worth $2.23M. The position accounts for 0.53% of the portfolio, ranked #52.

BigSur Wealth Management first reported a position in BXSL in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.13M in Q3 2022. 69 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • BigSur Wealth Management held 90,148 shares of Blackstone Secured Lending worth $2.23M as of Q3 2026.
  • BigSur Wealth Management left its Blackstone Secured Lending share count unchanged in Q3 2026.
  • Blackstone Secured Lending made up 0.53% of BigSur Wealth Management's portfolio in Q3 2026, its #52 holding.
  • BigSur Wealth Management first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 16 quarters since.
  • BigSur Wealth Management's Blackstone Secured Lending position peaked at $7.13M in Q3 2022.
  • 69 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.