Grimes & Company’s Blackstone Secured Lending BXSL Stock Holding History

Grimes & Company’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	–	Sell	-8,561	Closed	-$263K	–	454
2025 Q2	$263K	Sell	8,561 -3,464	-29%	-$106K	0.01%	357
2025 Q1	$389K	Sell	12,025 -2,642	-18%	-$87.1K	0.01%	264
2024 Q4	$474K	Buy	14,667 +3,608	+33%	+$113K	0.01%	254
2024 Q3	$324K	Buy	+11,059	New	+$334K	0.01%	279

Other funds holding BXSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Grimes & Company's BXSL Position: Q3 2025 in Review

Grimes & Company sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 8,561 shares — an estimated $263K sold.

Grimes & Company first reported a position in BXSL in Q3 2024 and held it in 4 quarters. The position peaked at $474K in Q4 2024. 379 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

Grimes & Company reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
Grimes & Company sold 8,561 Blackstone Secured Lending shares in Q3 2025, an estimated $263K.
Grimes & Company first reported a position in Blackstone Secured Lending in Q3 2024 and held it in 4 quarters.
Grimes & Company's Blackstone Secured Lending position peaked at $474K in Q4 2024.
379 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on Grimes & Company's 13F filing for Q3 2025, filed 27 Oct 2025.