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GoalVest Advisory’s Blackstone Secured Lending BXSL Stock Holding History

GoalVest Advisory’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 		– Sell
-205
Closed -$5.4K – 461
2025
Q4 		$5.4K Hold
205
– – ﹤0.01% 468
2025
Q3 		$5.34K Buy
+205
New +$6.16K ﹤0.01% 360

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

GoalVest Advisory's BXSL Position: Q1 2026 in Review

GoalVest Advisory sold out of Blackstone Secured Lending (BXSL) in Q1 2026, closing a stake of 205 shares — an estimated $5.4K sold.

GoalVest Advisory first reported a position in BXSL in Q3 2025 and held it in 2 quarters. The position peaked at $5.4K in Q4 2025. 378 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • GoalVest Advisory reported no remaining Blackstone Secured Lending position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 205 Blackstone Secured Lending shares in Q1 2026, an estimated $5.4K.
  • GoalVest Advisory first reported a position in Blackstone Secured Lending in Q3 2025 and held it in 2 quarters.
  • GoalVest Advisory's Blackstone Secured Lending position peaked at $5.4K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.