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Evercore Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

Evercore Wealth Management’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 		$584K Buy
24,650
+2,500
+11% +$62.3K 0.01% 260
2025
Q4 		$583K Buy
22,150
+4,000
+22% +$107K 0.01% 270
2025
Q3 		$473K Hold
18,150
– – 0.01% 301
2025
Q2 		$558K Buy
+18,150
New +$554K 0.01% 272

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
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

Evercore Wealth Management's BXSL Position: Q1 2026 in Review

Evercore Wealth Management increased its Blackstone Secured Lending (BXSL) stake by 11% in Q1 2026, buying an estimated $62.3K and bringing the position to 24,650 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #260.

Evercore Wealth Management first reported a position in BXSL in Q2 2025 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Evercore Wealth Management held 24,650 shares of Blackstone Secured Lending worth $584K as of Q1 2026.
  • Evercore Wealth Management bought 2,500 Blackstone Secured Lending shares in Q1 2026, an estimated $62.3K.
  • Blackstone Secured Lending made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #260 holding.
  • Evercore Wealth Management first reported a position in Blackstone Secured Lending in Q2 2025 and has held it in 4 quarters since.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.