CAPTRUST Financial Advisors’s Blackstone Secured Lending BXSL Stock Holding History

CAPTRUST Financial 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 Q2	$305K	Buy	12,847 +189	+1%	+$4.51K	﹤0.01%	2581
2026 Q1	$300K	Buy	12,658 +2,823	+29%	+$70.3K	﹤0.01%	2388
2025 Q4	$259K	Buy	+9,835	New	+$264K	﹤0.01%	2354
2025 Q2	–	Sell	-9,877	Closed	-$320K	–	2525
2025 Q1	$320K	Buy	+9,877	New	+$326K	﹤0.01%	1900
2024 Q1	–	Sell	-9,466	Closed	-$262K	–	2228
2023 Q4	$262K	Sell	9,466 -39,687	-81%	-$1.1M	﹤0.01%	2204
2023 Q3	$1.34M	Sell	49,153 -716	-1%	-$19.8K	0.01%	1034
2023 Q2	$1.36M	Buy	49,869 +868	+2%	+$22.4K	0.01%	1010
2023 Q1	$1.22M	Buy	49,001 +1,004	+2%	+$24.6K	0.01%	935
2022 Q4	$1.07M	Buy	47,997 +6,326	+15%	+$148K	0.01%	934
2022 Q3	$948K	Buy	+41,671	New	+$994K	0.01%	938

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

CAPTRUST Financial Advisors's BXSL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Blackstone Secured Lending (BXSL) stake by 1.5% in Q2 2026, buying an estimated $4.51K and bringing the position to 12,847 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

CAPTRUST Financial Advisors first reported a position in BXSL in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2023. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

CAPTRUST Financial Advisors held 12,847 shares of Blackstone Secured Lending worth $305K as of Q2 2026.
CAPTRUST Financial Advisors bought 189 Blackstone Secured Lending shares in Q2 2026, an estimated $4.51K.
Blackstone Secured Lending made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2581 holding.
CAPTRUST Financial Advisors first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Blackstone Secured Lending position peaked at $1.36M in Q2 2023.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.