Cornerstone Advisory’s Blackstone Secured Lending BXSL Stock Holding History

Cornerstone Advisory’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 Q3	$2.79M	Sell	116,369 -374	-0.3%	-$9.03K	0.22%	73
2026 Q2	$2.77M	Sell	116,743 -11,941	-9%	-$285K	0.23%	73
2026 Q1	$3.05M	Buy	128,684 +14,403	+13%	+$359K	0.29%	60
2025 Q4	$3.01M	Buy	114,281 +91,831	+409%	+$2.46M	0.29%	59
2025 Q3	$585K	Buy	+22,450	New	+$674K	0.06%	145

Other funds holding BXSL

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Advisory's BXSL Position: Q3 2026 in Review

Cornerstone Advisory reduced its Blackstone Secured Lending (BXSL) stake by 0.32% in Q3 2026, selling an estimated $9.03K and leaving 116,369 shares worth $2.79M. The position accounts for 0.22% of the portfolio, ranked #73.

Cornerstone Advisory first reported a position in BXSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.05M in Q1 2026. 188 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

Cornerstone Advisory held 116,369 shares of Blackstone Secured Lending worth $2.79M as of Q3 2026.
Cornerstone Advisory sold 374 Blackstone Secured Lending shares in Q3 2026, an estimated $9.03K.
Blackstone Secured Lending made up 0.22% of Cornerstone Advisory's portfolio in Q3 2026, its #73 holding.
Cornerstone Advisory first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 5 quarters since.
Cornerstone Advisory's Blackstone Secured Lending position peaked at $3.05M in Q1 2026.
188 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.