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Cornerstone Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Cornerstone Wealth Management’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 		$574K Sell
23,942
-8,876
-27% -$214K 0.02% 450
2026
Q2 		$778K Sell
32,818
-10,986
-25% -$262K 0.03% 387
2026
Q1 		$1.04M Sell
43,804
-9,084
-17% -$226K 0.05% 309
2025
Q4 		$1.39M Buy
52,888
+163
+0.3% +$4.38K 0.07% 230
2025
Q3 		$1.37M Buy
52,725
+963
+2% +$28.9K 0.08% 222
2025
Q2 		$1.59M Buy
51,762
+1,951
+4% +$59.5K 0.1% 179
2025
Q1 		$1.61M Buy
49,811
+1,189
+2% +$39.2K 0.11% 165
2024
Q4 		$1.57M Buy
48,622
+2,008
+4% +$62.8K 0.11% 163
2024
Q3 		$1.37M Buy
46,614
+2,989
+7% +$90.3K 0.1% 173
2024
Q2 		$1.34M Buy
43,625
+683
+2% +$21.4K 0.1% 163
2024
Q1 		$1.34M Buy
42,942
+4,996
+13% +$146K 0.11% 168
2023
Q4 		$1.05M Buy
37,946
+6,491
+21% +$179K 0.09% 187
2023
Q3 		$861K Buy
31,455
+4,513
+17% +$125K 0.08% 210
2023
Q2 		$737K Buy
26,942
+3,442
+15% +$88.6K 0.07% 238
2023
Q1 		$586K Buy
+23,500
New +$576K 0.06% 260
2022
Q3 		$327K Buy
+14,379
New +$343K 0.04% 330

Other funds holding BXSL

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Wealth Management's BXSL Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Blackstone Secured Lending (BXSL) stake by 27% in Q3 2026, selling an estimated $214K and leaving 23,942 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #450.

Cornerstone Wealth Management first reported a position in BXSL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q1 2025. 215 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • Cornerstone Wealth Management held 23,942 shares of Blackstone Secured Lending worth $574K as of Q3 2026.
  • Cornerstone Wealth Management sold 8,876 Blackstone Secured Lending shares in Q3 2026, an estimated $214K.
  • Blackstone Secured Lending made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #450 holding.
  • Cornerstone Wealth Management first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 16 quarters since.
  • Cornerstone Wealth Management's Blackstone Secured Lending position peaked at $1.61M in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.