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 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 $1.66T 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

CAPTRUST Financial Advisors's BXSL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Blackstone Secured Lending (BXSL) stake by 29% in Q1 2026, buying an estimated $70.3K and bringing the position to 12,658 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

CAPTRUST Financial Advisors first reported a position in BXSL in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.36M in Q2 2023. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

CAPTRUST Financial Advisors held 12,658 shares of Blackstone Secured Lending worth $300K as of Q1 2026.
CAPTRUST Financial Advisors bought 2,823 Blackstone Secured Lending shares in Q1 2026, an estimated $70.3K.
Blackstone Secured Lending made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2388 holding.
CAPTRUST Financial Advisors first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 9 quarters since.
CAPTRUST Financial Advisors's Blackstone Secured Lending position peaked at $1.36M in Q2 2023.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.