FullCircle Wealth’s Blackstone Secured Lending BXSL Stock Holding History

FullCircle Wealth’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 Q3	$849K	Sell	32,398 -5,822	-15%	-$175K	0.3%	112
2025 Q2	$1.19M	Buy	38,220 +8,000	+26%	+$244K	0.44%	78
2025 Q1	$902K	Buy	30,220 +7,320	+32%	+$241K	0.37%	88
2024 Q4	$776K	Buy	22,900 +3,245	+17%	+$101K	0.32%	103
2024 Q3	$619K	Buy	19,655 +3,422	+21%	+$103K	0.28%	116
2024 Q2	$486K	Buy	+16,233	New	+$508K	0.24%	119

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

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

FullCircle Wealth's BXSL Position: Q3 2025 in Review

FullCircle Wealth reduced its Blackstone Secured Lending (BXSL) stake by 15% in Q3 2025, selling an estimated $175K and leaving 32,398 shares worth $849K. The position accounts for 0.3% of the portfolio, ranked #112.

FullCircle Wealth first reported a position in BXSL in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2025. 378 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

FullCircle Wealth held 32,398 shares of Blackstone Secured Lending worth $849K as of Q3 2025.
FullCircle Wealth sold 5,822 Blackstone Secured Lending shares in Q3 2025, an estimated $175K.
Blackstone Secured Lending made up 0.3% of FullCircle Wealth's portfolio in Q3 2025, its #112 holding.
FullCircle Wealth first reported a position in Blackstone Secured Lending in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's Blackstone Secured Lending position peaked at $1.19M in Q2 2025.
378 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.