Potentia Wealth’s Blackstone Secured Lending BXSL Stock Holding History

Potentia Wealth’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 Q4	–	Sell	-274,797	Closed	-$7.16M	–	96
2025 Q3	$7.16M	Buy	+274,797	New	+$8.25M	2.73%	10
2025 Q2	–	Sell	-284,962	Closed	-$9.22M	–	77
2025 Q1	$9.22M	Buy	284,962 +101,849	+56%	+$3.36M	4.32%	4
2024 Q4	$5.92M	Buy	+183,113	New	+$5.73M	2.63%	9

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Potentia Wealth's BXSL Position: Q4 2025 in Review

Potentia Wealth sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 274,797 shares — an estimated $7.16M sold.

Potentia Wealth first reported a position in BXSL in Q4 2024 and held it in 3 quarters. The position peaked at $9.22M in Q1 2025. 393 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

Potentia Wealth reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
Potentia Wealth sold 274,797 Blackstone Secured Lending shares in Q4 2025, an estimated $7.16M.
Potentia Wealth first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 3 quarters.
Potentia Wealth's Blackstone Secured Lending position peaked at $9.22M in Q1 2025.
393 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on Potentia Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.