Kingswood Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-8,202	Closed	-$265K	–	737
2024 Q4	$265K	Buy	+8,202	New	+$256K	0.02%	651
2024 Q3	–	Sell	-13,415	Closed	-$411K	–	677
2024 Q2	$411K	Buy	13,415 +1,168	+10%	+$36.6K	0.04%	434
2024 Q1	$381K	Buy	12,247 +3,682	+43%	+$108K	0.04%	416
2023 Q4	$237K	Buy	+8,565	New	+$237K	0.03%	535

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

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

Kingswood Wealth Advisors's BXSL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 8,202 shares — an estimated $265K sold.

Kingswood Wealth Advisors first reported a position in BXSL in Q4 2023 and held it in 4 quarters. The position peaked at $411K in Q2 2024. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 8,202 Blackstone Secured Lending shares in Q1 2025, an estimated $265K.
Kingswood Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's Blackstone Secured Lending position peaked at $411K in Q2 2024.
372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.