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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

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 42 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.
  • 42 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.