Pinnacle Bancorp’s Blackstone Secured Lending BXSL Stock Holding History

Pinnacle Bancorp’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
2023 Q4	–	Sell	-5,930	Closed	-$162K	–	804
2023 Q3	$162K	Sell	5,930 -2,965	-33%	-$82.1K	0.06%	201
2023 Q2	$243K	Hold	8,895	–	–	0.08%	168
2023 Q1	$222K	Hold	8,895	–	–	0.08%	180
2022 Q4	$199K	Buy	+8,895	New	+$208K	0.08%	186
2022 Q3	–	Sell	-658	Closed	-$16K	–	740
2022 Q2	$16K	Sell	658 -330	-33%	-$8.56K	0.01%	482
2022 Q1	$28K	Buy	+988	New	+$28.9K	0.01%	420

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Bancorp's BXSL Position: Q4 2023 in Review

Pinnacle Bancorp sold out of Blackstone Secured Lending (BXSL) in Q4 2023, closing a stake of 5,930 shares — an estimated $162K sold.

Pinnacle Bancorp first reported a position in BXSL in Q1 2022 and held it in 6 quarters. The position peaked at $243K in Q2 2023. 285 funds tracked by Wall St. Rank hold BXSL as of Q4 2023.

Pinnacle Bancorp reported no remaining Blackstone Secured Lending position as of Q4 2023 after selling out during the quarter.
Pinnacle Bancorp sold 5,930 Blackstone Secured Lending shares in Q4 2023, an estimated $162K.
Pinnacle Bancorp first reported a position in Blackstone Secured Lending in Q1 2022 and held it in 6 quarters.
Pinnacle Bancorp's Blackstone Secured Lending position peaked at $243K in Q2 2023.
285 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.