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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Ethos Financial Group's BXSL Position: Q1 2026 in Review

Ethos Financial Group increased its Blackstone Secured Lending (BXSL) stake by 0.18% in Q1 2026, buying an estimated $4.91K and bringing the position to 111,853 shares worth $2.77M. The position accounts for 0.2% of the portfolio, ranked #106.

Ethos Financial Group first reported a position in BXSL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.14M in Q2 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Ethos Financial Group held 111,853 shares of Blackstone Secured Lending worth $2.77M as of Q1 2026.
Ethos Financial Group bought 197 Blackstone Secured Lending shares in Q1 2026, an estimated $4.91K.
Blackstone Secured Lending made up 0.2% of Ethos Financial Group's portfolio in Q1 2026, its #106 holding.
Ethos Financial Group first reported a position in Blackstone Secured Lending in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Blackstone Secured Lending position peaked at $4.14M in Q2 2025.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.