NFSG
BSL

Newbridge Financial Services Group’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Newbridge Financial Services Group’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$7.03K – 1225
2025
Q3 		$7.03K Hold
500
– – ﹤0.01% 960
2025
Q2 		$7.15K Buy
+500
New +$7.04K ﹤0.01% 959

Other funds holding BSL

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
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newbridge Financial Services Group's BSL Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q4 2025, closing a stake of 500 shares — an estimated $7.03K sold.

Newbridge Financial Services Group first reported a position in BSL in Q2 2025 and held it in 2 quarters. The position peaked at $7.15K in Q2 2025. 46 funds tracked by Wall St. Rank hold BSL as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Blackstone Senior Floating Rate 2027 Term Fund shares in Q4 2025, an estimated $7.03K.
  • Newbridge Financial Services Group first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $7.15K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.