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Elm3 Financial Group’s Blackstone Secured Lending BXSL Stock Holding History

Elm3 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 		– Sell
-29,835
Closed -$707K – 140
2026
Q1 		$707K Sell
29,835
-5,740
-16% -$143K 0.6% 47
2025
Q4 		$937K Sell
35,575
-14,735
-29% -$395K 0.78% 33
2025
Q3 		$1.31M Sell
50,310
-3,357
-6% -$101K 1.08% 23
2025
Q2 		$1.65M Sell
53,667
-5,211
-9% -$159K 1.37% 17
2025
Q1 		$1.91M Buy
58,878
+24,245
+70% +$799K 1.67% 16
2024
Q4 		$1.12M Buy
+34,633
New +$1.08M 0.95% 26

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Elm3 Financial Group's BXSL Position: Q2 2026 in Review

Elm3 Financial Group sold out of Blackstone Secured Lending (BXSL) in Q2 2026, closing a stake of 29,835 shares — an estimated $707K sold.

Elm3 Financial Group first reported a position in BXSL in Q4 2024 and held it in 6 quarters. The position peaked at $1.91M in Q1 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Elm3 Financial Group reported no remaining Blackstone Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Elm3 Financial Group sold 29,835 Blackstone Secured Lending shares in Q2 2026, an estimated $707K.
  • Elm3 Financial Group first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 6 quarters.
  • Elm3 Financial Group's Blackstone Secured Lending position peaked at $1.91M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.