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

Ethos 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 		$2.51M Sell
108,433
-3,420
-3% -$81.7K 0.17% 121
2026
Q1 		$2.77M Buy
111,853
+197
+0.2% +$4.91K 0.2% 106
2025
Q4 		$3.01M Sell
111,656
-24,829
-18% -$666K 0.22% 97
2025
Q3 		$3.65M Buy
136,485
+4,434
+3% +$133K 0.29% 86
2025
Q2 		$4.14M Buy
132,051
+19,488
+17% +$594K 0.36% 73
2025
Q1 		$3.71M Buy
112,563
+18,538
+20% +$611K 0.35% 68
2024
Q4 		$3.11M Buy
94,025
+24,602
+35% +$769K 0.4% 59
2024
Q3 		$2.08M Buy
69,423
+6,208
+10% +$187K 0.34% 55
2024
Q2 		$1.98M Buy
63,215
+4,452
+8% +$139K 0.35% 55
2024
Q1 		$1.87M Buy
58,763
+12,336
+27% +$361K 0.35% 54
2023
Q4 		$1.31M Buy
46,427
+3,560
+8% +$98.3K 0.28% 60
2023
Q3 		$1.2M Sell
42,867
-1,779
-4% -$49.2K 0.31% 52
2023
Q2 		$1.14M Hold
44,646
– – 0.39% 43
2023
Q1 		$1.14M Buy
44,646
+2,523
+6% +$61.8K 0.35% 46
2022
Q4 		$963K Buy
+42,123
New +$987K 0.33% 49

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 $72.2B AUM 27.85% 1-Year Est. Return

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

Ethos Financial Group reduced its Blackstone Secured Lending (BXSL) stake by 3.1% in Q2 2026, selling an estimated $81.7K and leaving 108,433 shares worth $2.51M. The position accounts for 0.17% of the portfolio, ranked #121.

Ethos Financial Group first reported a position in BXSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.14M in Q2 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Ethos Financial Group held 108,433 shares of Blackstone Secured Lending worth $2.51M as of Q2 2026.
  • Ethos Financial Group sold 3,420 Blackstone Secured Lending shares in Q2 2026, an estimated $81.7K.
  • Blackstone Secured Lending made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #121 holding.
  • Ethos Financial Group first reported a position in Blackstone Secured Lending in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Blackstone Secured Lending position peaked at $4.14M in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.