Core Wealth Partners’s Blackstone Secured Lending BXSL Stock Holding History

Core Wealth 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
2026 Q2	$211K	Hold	8,892	–	–	0.09%	176
2026 Q1	$211K	Hold	8,892	–	–	0.1%	163
2025 Q4	$234K	Hold	8,892	–	–	0.11%	149
2025 Q3	$232K	Hold	8,892	–	–	0.11%	150
2025 Q2	$273K	Hold	8,892	–	–	0.14%	131
2025 Q1	$288K	Hold	8,892	–	–	0.17%	124
2024 Q4	$287K	Hold	8,892	–	–	0.16%	127
2024 Q3	$260K	Hold	8,892	–	–	0.16%	132
2024 Q2	$272K	Hold	8,892	–	–	0.19%	113
2024 Q1	$277K	Hold	8,892	–	–	0.21%	99
2023 Q4	$246K	Hold	8,892	–	–	0.2%	98
2023 Q3	$243K	Hold	8,892	–	–	0.22%	87
2023 Q2	$243K	Hold	8,892	–	–	0.22%	87
2023 Q1	$222K	Buy	+8,892	New	+$218K	0.22%	84

Other funds holding BXSL

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

Prota Financial Houston, Texas $152M AUM

CIM

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IFG

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

BWM

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

EFG

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

RFA

HWAM

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

Core Wealth Partners's BXSL Position: Q2 2026 in Review

Core Wealth Partners held its Blackstone Secured Lending (BXSL) position steady in Q2 2026 at 8,892 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #176.

Core Wealth Partners first reported a position in BXSL in Q1 2023 and has held it in 14 quarters since. The position peaked at $288K in Q1 2025. 43 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Core Wealth Partners held 8,892 shares of Blackstone Secured Lending worth $211K as of Q2 2026.
Core Wealth Partners left its Blackstone Secured Lending share count unchanged in Q2 2026.
Blackstone Secured Lending made up 0.09% of Core Wealth Partners's portfolio in Q2 2026, its #176 holding.
Core Wealth Partners first reported a position in Blackstone Secured Lending in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's Blackstone Secured Lending position peaked at $288K in Q1 2025.
43 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.