Capital Planning Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Capital Planning Advisors’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 Q1	$227K	Sell	9,590 -81	-0.8%	-$2.02K	0.03%	139
2025 Q4	$255K	Buy	+9,671	New	+$260K	0.03%	145
2023 Q1	–	Sell	-11,861	Closed	-$265K	–	125
2022 Q4	$265K	Hold	11,861	–	–	0.06%	106
2022 Q3	$270K	Buy	+11,861	New	+$283K	0.07%	103
2022 Q2	–	Sell	-77,645	Closed	-$2.17M	–	142
2022 Q1	$2.17M	Buy	+77,645	New	+$2.27M	0.46%	55

Other funds holding BXSL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Capital Planning Advisors's BXSL Position: Q1 2026 in Review

Capital Planning Advisors reduced its Blackstone Secured Lending (BXSL) stake by 0.84% in Q1 2026, selling an estimated $2.02K and leaving 9,590 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #139.

Capital Planning Advisors first reported a position in BXSL in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.17M in Q1 2022. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Capital Planning Advisors held 9,590 shares of Blackstone Secured Lending worth $227K as of Q1 2026.
Capital Planning Advisors sold 81 Blackstone Secured Lending shares in Q1 2026, an estimated $2.02K.
Blackstone Secured Lending made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #139 holding.
Capital Planning Advisors first reported a position in Blackstone Secured Lending in Q1 2022 and has held it in 5 quarters since.
Capital Planning Advisors's Blackstone Secured Lending position peaked at $2.17M in Q1 2022.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.