Joseph P. Lucia & Associates’s Blackstone Secured Lending BXSL Stock Holding History

Joseph P. Lucia & Associates’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	$1.02M	Sell	41,738 -110	-0.3%	-$2.74K	0.36%	63
2025 Q4	$1.1M	Sell	41,848 -3,798	-8%	-$102K	0.4%	62
2025 Q3	$1.19M	Buy	45,646 +907	+2%	+$27.2K	0.45%	63
2025 Q2	$1.38M	Buy	44,739 +3,248	+8%	+$99.1K	0.56%	54
2025 Q1	$1.34M	Buy	41,491 +13,744	+50%	+$453K	0.61%	48
2024 Q4	$897K	Buy	27,747 +2,293	+9%	+$71.7K	0.4%	64
2024 Q3	$746K	Buy	25,454 +2,589	+11%	+$78.2K	0.34%	70
2024 Q2	$700K	Buy	22,865 +9,360	+69%	+$293K	0.36%	68
2024 Q1	$421K	Buy	13,505 +5,846	+76%	+$171K	0.23%	78
2023 Q4	$212K	Buy	+7,659	New	+$211K	0.13%	109

Other funds holding BXSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Nomura Asset Management

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors

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

Corient Private Wealth

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

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

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return