Financial Synergies Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Financial Synergies 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	$212K	Sell	8,931 -1,366	-13%	-$32.6K	0.02%	111
2026 Q1	$244K	Buy	10,297 +183	+2%	+$4.56K	0.02%	103
2025 Q4	$266K	Sell	10,114 -22	-0.2%	-$590	0.03%	94
2025 Q3	$264K	Buy	10,136 +238	+2%	+$7.15K	0.03%	86
2025 Q2	$304K	Buy	9,898 +86	+0.9%	+$2.62K	0.03%	77
2025 Q1	$318K	Buy	9,812 +1,589	+19%	+$52.4K	0.04%	67
2024 Q4	$266K	Buy	8,223 +120	+1%	+$3.75K	0.03%	63
2024 Q3	$237K	Sell	8,103 -3,785	-32%	-$114K	0.03%	68
2024 Q2	$364K	Buy	11,888 +346	+3%	+$10.8K	0.05%	59
2024 Q1	$360K	Buy	+11,542	New	+$338K	0.05%	60
2023 Q4	–	Sell	-2,150	Closed	-$58.8K	–	475
2023 Q3	$58.8K	Buy	+2,150	New	+$59.5K	0.01%	109

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's BXSL Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 13% in Q2 2026, selling an estimated $32.6K and leaving 8,931 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #111.

Financial Synergies Wealth Advisors first reported a position in BXSL in Q3 2023 and has held it in 11 quarters since. The position peaked at $364K in Q2 2024. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Financial Synergies Wealth Advisors held 8,931 shares of Blackstone Secured Lending worth $212K as of Q2 2026.
Financial Synergies Wealth Advisors sold 1,366 Blackstone Secured Lending shares in Q2 2026, an estimated $32.6K.
Blackstone Secured Lending made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Financial Synergies Wealth Advisors first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 11 quarters since.
Financial Synergies Wealth Advisors's Blackstone Secured Lending position peaked at $364K in Q2 2024.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.