MGB Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History

MGB Wealth Management’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 Q3	–	Sell	-21,096	Closed	-$649K	–	316
2025 Q2	$649K	Sell	21,096 -19,795	-48%	-$604K	0.21%	100
2025 Q1	$1.32M	Buy	40,891 +20,870	+104%	+$688K	0.48%	54
2024 Q4	$647K	Buy	20,021 +13,021	+186%	+$407K	0.2%	91
2024 Q3	$205K	Buy	+7,000	New	+$211K	0.07%	184

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

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

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 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

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

MGB Wealth Management's BXSL Position: Q3 2025 in Review

MGB Wealth Management sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 21,096 shares — an estimated $649K sold.

MGB Wealth Management first reported a position in BXSL in Q3 2024 and held it in 4 quarters. The position peaked at $1.32M in Q1 2025. 378 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

MGB Wealth Management reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
MGB Wealth Management sold 21,096 Blackstone Secured Lending shares in Q3 2025, an estimated $649K.
MGB Wealth Management first reported a position in Blackstone Secured Lending in Q3 2024 and held it in 4 quarters.
MGB Wealth Management's Blackstone Secured Lending position peaked at $1.32M in Q1 2025.
378 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.