Forum Financial Management’s Blackstone Secured Lending BXSL Stock Holding History

Forum Financial Management’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 Q1	$373K	Hold	15,735	–	–	0.01%	233
2025 Q4	$414K	Hold	15,735	–	–	0.01%	578
2025 Q3	$410K	Hold	15,735	–	–	0.01%	559
2025 Q2	$484K	Hold	15,735	–	–	0.01%	428
2025 Q1	$509K	Buy	+15,735	New	+$519K	0.01%	365
2023 Q3	–	Sell	-39,117	Closed	-$1.07M	–	646
2023 Q2	$1.07M	Buy	+39,117	New	+$1.01M	0.02%	152

Other funds holding BXSL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Forum Financial Management's BXSL Position: Q1 2026 in Review

Forum Financial Management held its Blackstone Secured Lending (BXSL) position steady in Q1 2026 at 15,735 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #233.

Forum Financial Management first reported a position in BXSL in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2023. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Forum Financial Management held 15,735 shares of Blackstone Secured Lending worth $373K as of Q1 2026.
Forum Financial Management left its Blackstone Secured Lending share count unchanged in Q1 2026.
Blackstone Secured Lending made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #233 holding.
Forum Financial Management first reported a position in Blackstone Secured Lending in Q2 2023 and has held it in 6 quarters since.
Forum Financial Management's Blackstone Secured Lending position peaked at $1.07M in Q2 2023.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.