Diversify Advisory Services’s Blackstone Secured Lending BXSL Stock Holding History

Diversify Advisory Services’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	$1.73M	Buy	71,494 +3,100	+5%	+$74.9K	0.03%	484
2026 Q2	$1.57M	Buy	+68,394	New	+$1.63M	0.03%	492
2026 Q1	–	Sell	-47,894	Closed	-$1.27M	–	301
2025 Q4	$1.27M	Sell	47,894 -1,737	-3%	-$46.6K	0.04%	335
2025 Q3	$1.31M	Buy	49,631 +6,730	+16%	+$202K	0.04%	296
2025 Q2	$1.29M	Buy	42,901 +22,217	+107%	+$678K	0.05%	274
2025 Q1	$614K	Sell	20,684 -2,182	-10%	-$71.9K	0.04%	313
2024 Q4	$721K	Sell	22,866 -65,752	-74%	-$2.06M	0.04%	291
2024 Q3	$2.75M	Sell	88,618 -267	-0.3%	-$8.06K	0.15%	124
2024 Q2	$2.73M	Buy	88,885 +1,664	+2%	+$52.1K	0.15%	122
2024 Q1	$2.69M	Buy	+87,221	New	+$2.56M	0.16%	133

Other funds holding BXSL

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Diversify Advisory Services's BXSL Position: Q3 2026 in Review

Diversify Advisory Services increased its Blackstone Secured Lending (BXSL) stake by 4.5% in Q3 2026, buying an estimated $74.9K and bringing the position to 71,494 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #484.

Diversify Advisory Services first reported a position in BXSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2024. 66 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

Diversify Advisory Services held 71,494 shares of Blackstone Secured Lending worth $1.73M as of Q3 2026.
Diversify Advisory Services bought 3,100 Blackstone Secured Lending shares in Q3 2026, an estimated $74.9K.
Blackstone Secured Lending made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #484 holding.
Diversify Advisory Services first reported a position in Blackstone Secured Lending in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Blackstone Secured Lending position peaked at $2.75M in Q3 2024.
66 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.