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HB Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

HB Wealth 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
Q2 		$912K Buy
38,459
+14,428
+60% +$345K 0.01% 785
2026
Q1 		$569K Buy
24,031
+3,593
+18% +$89.5K ﹤0.01% 917
2025
Q4 		$538K Buy
20,438
+5,063
+33% +$136K ﹤0.01% 874
2025
Q3 		$401K Buy
+15,375
New +$462K ﹤0.01% 948

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HB Wealth Management's BXSL Position: Q2 2026 in Review

HB Wealth Management increased its Blackstone Secured Lending (BXSL) stake by 60% in Q2 2026, buying an estimated $345K and bringing the position to 38,459 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #785.

HB Wealth Management first reported a position in BXSL in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • HB Wealth Management held 38,459 shares of Blackstone Secured Lending worth $912K as of Q2 2026.
  • HB Wealth Management bought 14,428 Blackstone Secured Lending shares in Q2 2026, an estimated $345K.
  • Blackstone Secured Lending made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #785 holding.
  • HB Wealth Management first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.