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

Evolution 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
2025 Q4	–	Sell	-10,630	Closed	-$277K	–	167
2025 Q3	$277K	Sell	10,630 -1,665	-14%	-$50K	0.04%	135
2025 Q2	$378K	Buy	12,295 +700	+6%	+$21.4K	0.06%	115
2025 Q1	$375K	Buy	11,595 +4,320	+59%	+$142K	0.06%	103
2024 Q4	$235K	Buy	+7,275	New	+$227K	0.04%	126

Other funds holding BXSL

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Evolution Wealth Advisors's BXSL Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 10,630 shares — an estimated $277K sold.

Evolution Wealth Advisors first reported a position in BXSL in Q4 2024 and held it in 4 quarters. The position peaked at $378K in Q2 2025. 392 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

Evolution Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 10,630 Blackstone Secured Lending shares in Q4 2025, an estimated $277K.
Evolution Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 4 quarters.
Evolution Wealth Advisors's Blackstone Secured Lending position peaked at $378K in Q2 2025.
392 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.