EFS
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Essex Financial Services’s Blackstone Secured Lending BXSL Stock Holding History

Essex Financial 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
Q2 		– Sell
-11,153
Closed -$264K – 842
2026
Q1 		$264K Sell
11,153
-10,945
-50% -$273K 0.01% 649
2025
Q4 		$582K Buy
22,098
+15
+0.1% +$403 0.03% 403
2025
Q3 		$576K Sell
22,083
-2,688
-11% -$80.7K 0.03% 387
2025
Q2 		$762K Buy
24,771
+4,274
+21% +$130K 0.05% 320
2025
Q1 		$663K Buy
20,497
+4,558
+29% +$150K 0.05% 320
2024
Q4 		$515K Sell
15,939
-990
-6% -$31K 0.04% 375
2024
Q3 		$526K Buy
16,929
+9,500
+128% +$287K 0.04% 365
2024
Q2 		$222K Buy
+7,429
New +$232K 0.02% 560

Other funds holding BXSL

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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 $78.6B AUM 28.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Essex Financial Services's BXSL Position: Q2 2026 in Review

Essex Financial Services sold out of Blackstone Secured Lending (BXSL) in Q2 2026, closing a stake of 11,153 shares — an estimated $264K sold.

Essex Financial Services first reported a position in BXSL in Q2 2024 and held it in 8 quarters. The position peaked at $762K in Q2 2025. 259 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Essex Financial Services reported no remaining Blackstone Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 11,153 Blackstone Secured Lending shares in Q2 2026, an estimated $264K.
  • Essex Financial Services first reported a position in Blackstone Secured Lending in Q2 2024 and held it in 8 quarters.
  • Essex Financial Services's Blackstone Secured Lending position peaked at $762K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.