Cooper Financial Group’s Blackstone Secured Lending BXSL Stock Holding History

Cooper Financial Group’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	$225K	Buy	9,494 +507	+6%	+$12.1K	0.02%	411
2026 Q1	$213K	Sell	8,987 -1,850	-17%	-$46.1K	0.02%	401
2025 Q4	$285K	Sell	10,837 -615	-5%	-$16.5K	0.03%	306
2025 Q3	$299K	Buy	11,452 +1,437	+14%	+$43.2K	0.03%	300
2025 Q2	$308K	Buy	10,015 +934	+10%	+$28.5K	0.04%	295
2025 Q1	$294K	Sell	9,081 -18,214	-67%	-$600K	0.04%	310
2024 Q4	$882K	Buy	27,295 +628	+2%	+$19.6K	0.11%	160
2024 Q3	$781K	Buy	26,667 +1,365	+5%	+$41.2K	0.1%	175
2024 Q2	$775K	Buy	25,302 +9,576	+61%	+$300K	0.11%	161
2024 Q1	$490K	Buy	15,726 +2,165	+16%	+$63.4K	0.08%	219
2023 Q4	$375K	Buy	+13,561	New	+$374K	0.07%	246

Other funds holding BXSL

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return