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 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

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

Klingman & Associates's BXSL Position: Q1 2026 in Review

Klingman & Associates increased its Blackstone Secured Lending (BXSL) stake by 0.09% in Q1 2026, buying an estimated $249 and bringing the position to 10,710 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #285.

Klingman & Associates first reported a position in BXSL in Q3 2023 and has held it in 11 quarters since. The position peaked at $444K in Q1 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Klingman & Associates held 10,710 shares of Blackstone Secured Lending worth $254K as of Q1 2026.
Klingman & Associates bought 10 Blackstone Secured Lending shares in Q1 2026, an estimated $249.
Blackstone Secured Lending made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #285 holding.
Klingman & Associates first reported a position in Blackstone Secured Lending in Q3 2023 and has held it in 11 quarters since.
Klingman & Associates's Blackstone Secured Lending position peaked at $444K in Q1 2025.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.