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EverSource Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

EverSource Wealth Advisors’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 		$35.8K Sell
1,511
-3,635
-71% -$86.8K ﹤0.01% 2006
2026
Q1 		$122K Buy
5,146
+2,706
+111% +$67.4K ﹤0.01% 1316
2025
Q4 		$64.2K Buy
2,440
+1,939
+387% +$52K ﹤0.01% 1579
2025
Q3 		$13.1K Buy
501
+45
+10% +$1.35K ﹤0.01% 2668
2025
Q2 		$14K Hold
456
– – ﹤0.01% 2575
2025
Q1 		$14.8K Hold
456
– – ﹤0.01% 1879
2024
Q4 		$14.7K Hold
456
– – ﹤0.01% 1799
2024
Q3 		$13.4K Hold
456
– – ﹤0.01% 1708
2024
Q2 		$14K Hold
456
– – ﹤0.01% 1684
2024
Q1 		$14.5K Hold
456
– – ﹤0.01% 1519
2023
Q4 		$12.6K Hold
456
– – ﹤0.01% 1456
2023
Q3 		$12.5K Hold
456
– – ﹤0.01% 1333
2023
Q2 		$12.5K Sell
456
-2,357
-84% -$60.7K ﹤0.01% 1348
2023
Q1 		$70.1K Sell
2,813
-31,017
-92% -$760K 0.01% 667
2022
Q4 		$756K Buy
33,830
+456
+1% +$10.7K 0.11% 145
2022
Q3 		$759K Buy
+33,374
New +$796K 0.17% 112

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

EverSource Wealth Advisors's BXSL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 71% in Q2 2026, selling an estimated $86.8K and leaving 1,511 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

EverSource Wealth Advisors first reported a position in BXSL in Q3 2022 and has held it in 16 quarters since. The position peaked at $759K in Q3 2022. 143 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • EverSource Wealth Advisors held 1,511 shares of Blackstone Secured Lending worth $35.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,635 Blackstone Secured Lending shares in Q2 2026, an estimated $86.8K.
  • Blackstone Secured Lending made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2006 holding.
  • EverSource Wealth Advisors first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Blackstone Secured Lending position peaked at $759K in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.