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Pinnacle Wealth Planning Services’s Blackstone Secured Lending BXSL Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		$2.84K Hold
120
– – ﹤0.01% 2378
2025
Q4 		$3.16K Buy
+120
New +$3.22K ﹤0.01% 2386

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Pinnacle Wealth Planning Services's BXSL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Blackstone Secured Lending (BXSL) position steady in Q1 2026 at 120 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Pinnacle Wealth Planning Services first reported a position in BXSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.16K in Q4 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 120 shares of Blackstone Secured Lending worth $2.84K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Blackstone Secured Lending share count unchanged in Q1 2026.
  • Blackstone Secured Lending made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2378 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackstone Secured Lending in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Blackstone Secured Lending position peaked at $3.16K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.