Integrated Wealth Concepts’s Blackstone Secured Lending BXSL Stock Holding History

Integrated Wealth Concepts’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	$220K	Buy	+9,298	New	+$232K	﹤0.01%	2054
2025 Q4	–	Sell	-40,966	Closed	-$1.07M	–	1672
2025 Q3	$1.07M	Sell	40,966 -500	-1%	-$15K	0.01%	943
2025 Q2	$1.28M	Sell	41,466 -6,357	-13%	-$194K	0.01%	799
2025 Q1	$1.55M	Sell	47,823 -3,672	-7%	-$121K	0.02%	651
2024 Q4	$1.66M	Sell	51,495 -1,412	-3%	-$44.2K	0.02%	623
2024 Q3	$1.55M	Sell	52,907 -1,027	-2%	-$31K	0.02%	624
2024 Q2	$1.65M	Buy	53,934 +818	+2%	+$25.6K	0.02%	579
2024 Q1	$1.65M	Sell	53,116 -22,088	-29%	-$647K	0.02%	577
2023 Q4	$2.08M	Sell	75,204 -2,559	-3%	-$70.7K	0.03%	468
2023 Q3	$2.13M	Sell	77,763 -1,766	-2%	-$48.9K	0.04%	429
2023 Q2	$2.18M	Buy	+79,529	New	+$2.05M	0.04%	431

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

Integrated Wealth Concepts's BXSL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Blackstone Secured Lending (BXSL) in Q1 2026: 9,298 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BXSL as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in BXSL in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q2 2023. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Integrated Wealth Concepts held 9,298 shares of Blackstone Secured Lending worth $220K as of Q1 2026.
Blackstone Secured Lending was a new Integrated Wealth Concepts position in Q1 2026.
Blackstone Secured Lending made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2054 holding.
Integrated Wealth Concepts first reported a position in Blackstone Secured Lending in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Blackstone Secured Lending position peaked at $2.18M in Q2 2023.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.