Capstone Wealth Management Group (Oregon)’s Blackstone Secured Lending BXSL Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$996K	Sell	42,050 -1,100	-3%	-$27.4K	0.61%	42
2025 Q4	$1.14M	Sell	43,150 -9,750	-18%	-$262K	0.69%	36
2025 Q3	$1.38M	Sell	52,900 -1,000	-2%	-$30K	0.88%	32
2025 Q2	$1.66M	Sell	53,900 -800	-1%	-$24.4K	1.21%	26
2025 Q1	$1.77M	Buy	54,700 +13,800	+34%	+$455K	1.41%	22
2024 Q4	$1.32M	Buy	+40,900	New	+$1.28M	1%	30

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

Capstone Wealth Management Group (Oregon)'s BXSL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Blackstone Secured Lending (BXSL) stake by 2.5% in Q1 2026, selling an estimated $27.4K and leaving 42,050 shares worth $996K. The position accounts for 0.61% of the portfolio, ranked #42.

Capstone Wealth Management Group (Oregon) first reported a position in BXSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q1 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 42,050 shares of Blackstone Secured Lending worth $996K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 1,100 Blackstone Secured Lending shares in Q1 2026, an estimated $27.4K.
Blackstone Secured Lending made up 0.61% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #42 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Blackstone Secured Lending position peaked at $1.77M in Q1 2025.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.