Klingman & Associates’s Blackstone Secured Lending BXSL Stock Holding History

Klingman & 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 Q3	$257K	Buy	10,738 +15	+0.1%	+$362	0.01%	353
2026 Q2	$254K	Buy	10,723 +13	+0.1%	+$310	0.01%	295
2026 Q1	$254K	Buy	10,710 +10	+0.1%	+$249	0.01%	285
2025 Q4	$282K	Hold	10,700	–	–	0.01%	264
2025 Q3	$279K	Hold	10,700	–	–	0.01%	266
2025 Q2	$329K	Sell	10,700 -3,026	-22%	-$92.3K	0.02%	231
2025 Q1	$444K	Buy	13,726 +26	+0.2%	+$857	0.03%	171
2024 Q4	$443K	Hold	13,700	–	–	0.03%	164
2024 Q3	$401K	Hold	13,700	–	–	0.02%	181
2024 Q2	$419K	Hold	13,700	–	–	0.03%	159
2024 Q1	$427K	Hold	13,700	–	–	0.03%	159
2023 Q4	$379K	Hold	13,700	–	–	0.03%	161
2023 Q3	$375K	Buy	+13,700	New	+$379K	0.03%	157

Other funds holding BXSL

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Klingman & Associates's BXSL Position: Q3 2026 in Review

Klingman & Associates increased its Blackstone Secured Lending (BXSL) stake by 0.14% in Q3 2026, buying an estimated $362 and bringing the position to 10,738 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #353.

Klingman & Associates first reported a position in BXSL in Q3 2023 and has held it in 13 quarters since. The position peaked at $444K in Q1 2025. 84 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

Klingman & Associates held 10,738 shares of Blackstone Secured Lending worth $257K as of Q3 2026.
Klingman & Associates bought 15 Blackstone Secured Lending shares in Q3 2026, an estimated $362.
Blackstone Secured Lending made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #353 holding.
Klingman & Associates first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 13 quarters since.
Klingman & Associates's Blackstone Secured Lending position peaked at $444K in Q1 2025.
84 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.