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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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. 359 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.
359 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.