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Legacy Capital Group California’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Legacy Capital Group California’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,296
Closed -$219K – 355
2025
Q4 		$219K Sell
5,296
-9,065
-63% -$374K 0.05% 319
2025
Q3 		$597K Sell
14,361
-7
-0% -$291 0.15% 180
2025
Q2 		$598K Sell
14,368
-1,126
-7% -$46.1K 0.17% 157
2025
Q1 		$637K Sell
15,494
-539
-3% -$22.4K 0.22% 123
2024
Q4 		$669K Buy
16,033
+8,844
+123% +$370K 0.2% 136
2024
Q3 		$300K Sell
7,189
-53,611
-88% -$2.23M 0.1% 231
2024
Q2 		$2.54M Sell
60,800
-1,741
-3% -$72.9K 0.92% 15
2024
Q1 		$2.63M Buy
62,541
+43,928
+236% +$1.84M 0.97% 13
2023
Q4 		$780K Buy
18,613
+6,841
+58% +$285K 0.3% 100
2023
Q3 		$494K Sell
11,772
-1,798
-13% -$75.2K 0.21% 142
2023
Q2 		$568K Buy
13,570
+134
+1% +$5.54K 0.23% 129
2023
Q1 		$557K Buy
+13,436
New +$559K 0.27% 111

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Legacy Capital Group California's SRLN Position: Q1 2026 in Review

Legacy Capital Group California sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 5,296 shares — an estimated $219K sold.

Legacy Capital Group California first reported a position in SRLN in Q1 2023 and held it in 12 quarters. The position peaked at $2.63M in Q1 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Legacy Capital Group California reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 5,296 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $219K.
  • Legacy Capital Group California first reported a position in State Street Blackstone Senior Loan ETF in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's State Street Blackstone Senior Loan ETF position peaked at $2.63M in Q1 2024.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.