Cascade Financial Partners’s Blackstone Secured Lending BXSL Stock Holding History

Cascade Financial Partners’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
2025 Q3	–	Sell	-6,676	Closed	-$205K	–	263
2025 Q2	$205K	Hold	6,676	–	–	0.02%	253
2025 Q1	$216K	Sell	6,676 -1,527	-19%	-$50.3K	0.03%	228
2024 Q4	$265K	Sell	8,203 -566	-6%	-$17.7K	0.03%	201
2024 Q3	$273K	Hold	8,769	–	–	0.03%	196
2024 Q2	$269K	Sell	8,769 -1,444	-14%	-$45.2K	0.04%	189
2024 Q1	$311K	Buy	+10,213	New	+$299K	0.04%	174

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

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Cascade Financial Partners's BXSL Position: Q3 2025 in Review

Cascade Financial Partners sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 6,676 shares — an estimated $205K sold.

Cascade Financial Partners first reported a position in BXSL in Q1 2024 and held it in 6 quarters. The position peaked at $311K in Q1 2024. 379 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

Cascade Financial Partners reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
Cascade Financial Partners sold 6,676 Blackstone Secured Lending shares in Q3 2025, an estimated $205K.
Cascade Financial Partners first reported a position in Blackstone Secured Lending in Q1 2024 and held it in 6 quarters.
Cascade Financial Partners's Blackstone Secured Lending position peaked at $311K in Q1 2024.
379 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on Cascade Financial Partners's 13F filing for Q3 2025, filed 21 Oct 2025.