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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
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

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BigSur Wealth Management's BXSL Position: Q2 2026 in Review

BigSur Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 0.84% in Q2 2026, selling an estimated $18.3K and leaving 90,148 shares worth $2.21M. 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 15 quarters since. The position peaked at $7.13M in Q3 2022. 42 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • BigSur Wealth Management held 90,148 shares of Blackstone Secured Lending worth $2.21M as of Q2 2026.
  • BigSur Wealth Management sold 767 Blackstone Secured Lending shares in Q2 2026, an estimated $18.3K.
  • Blackstone Secured Lending made up 0.53% of BigSur Wealth Management's portfolio in Q2 2026, its #52 holding.
  • BigSur Wealth Management first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 15 quarters since.
  • BigSur Wealth Management's Blackstone Secured Lending position peaked at $7.13M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.