Park Square Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Park Square Financial Group’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	$281	Hold	7	–	–	﹤0.01%	236
2025 Q4	$292	Hold	7	–	–	﹤0.01%	226
2025 Q3	$291	Sell	7 -6	-46%	-$249	﹤0.01%	241
2025 Q2	$541	Buy	+13	New	+$532	﹤0.01%	975
2025 Q1	–	Sell	-19	Closed	-$793	–	1037
2024 Q4	$793	Buy	+19	New	+$795	﹤0.01%	901

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Park Square Financial Group's SRLN Position: Q1 2026 in Review

Park Square Financial Group held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q1 2026 at 7 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Park Square Financial Group first reported a position in SRLN in Q4 2024 and has held it in 5 quarters since. The position peaked at $793 in Q4 2024. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Park Square Financial Group held 7 shares of State Street Blackstone Senior Loan ETF worth $281 as of Q1 2026.
Park Square Financial Group left its State Street Blackstone Senior Loan ETF share count unchanged in Q1 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Park Square Financial Group's portfolio in Q1 2026, its #236 holding.
Park Square Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 5 quarters since.
Park Square Financial Group's State Street Blackstone Senior Loan ETF position peaked at $793 in Q4 2024.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.