Bison Wealth’s Blackstone Secured Lending BXSL Stock Holding History

Bison Wealth’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
2024 Q4	$3.1M	Sell	95,993 -4,755	-5%	-$149K	0.68%	33
2024 Q3	$2.95M	Sell	100,748 -33,131	-25%	-$1M	0.47%	47
2024 Q2	$4.17M	Hold	133,879	–	–	0.68%	31
2024 Q1	$4.17M	Sell	133,879 -6,779	-5%	-$199K	0.68%	31
2023 Q4	$3.89M	Sell	140,658 -1,913	-1%	-$52.8K	0.69%	28
2023 Q3	$3.9M	Sell	142,571 -11,281	-7%	-$312K	0.76%	28
2023 Q2	$4.21M	Buy	+153,852	New	+$3.96M	0.78%	28

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bison Wealth's BXSL Position: Q4 2024 in Review

Bison Wealth reduced its Blackstone Secured Lending (BXSL) stake by 4.7% in Q4 2024, selling an estimated $149K and leaving 95,993 shares worth $3.1M. The position accounts for 0.68% of the portfolio, ranked #33.

Bison Wealth first reported a position in BXSL in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.21M in Q2 2023. 373 funds tracked by Wall St. Rank hold BXSL as of Q4 2024.

Bison Wealth held 95,993 shares of Blackstone Secured Lending worth $3.1M as of Q4 2024.
Bison Wealth sold 4,755 Blackstone Secured Lending shares in Q4 2024, an estimated $149K.
Blackstone Secured Lending made up 0.68% of Bison Wealth's portfolio in Q4 2024, its #33 holding.
Bison Wealth first reported a position in Blackstone Secured Lending in Q2 2023 and has held it in 7 quarters since.
Bison Wealth's Blackstone Secured Lending position peaked at $4.21M in Q2 2023.
373 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.