PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Blackstone Secured Lending BXSL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$2.38M	Buy	100,486 +34,850	+53%	+$832K	0.64%	29
2026 Q1	$1.55M	Buy	65,636 +59,169	+915%	+$1.47M	0.46%	34
2025 Q4	$170K	Buy	6,467 +6,000	+1,285%	+$161K	0.05%	181
2025 Q3	$12.2K	Buy	+467	New	+$14K	﹤0.01%	392

Other funds holding BXSL

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BXSL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Blackstone Secured Lending (BXSL) stake by 53% in Q2 2026, buying an estimated $832K and bringing the position to 100,486 shares worth $2.38M. The position accounts for 0.64% of the portfolio, ranked #29.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BXSL in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100,486 shares of Blackstone Secured Lending worth $2.38M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 34,850 Blackstone Secured Lending shares in Q2 2026, an estimated $832K.
Blackstone Secured Lending made up 0.64% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #29 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.