Punch & Associates Investment Management’s Blackstone Secured Lending BXSL Stock Holding History

Punch & Associates Investment Management’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 Q2	–	Sell	-154,704	Closed	-$5.01M	–	165
2025 Q1	$5.01M	Sell	154,704 -115,077	-43%	-$3.79M	0.33%	104
2024 Q4	$8.72M	Sell	269,781 -180	-0.1%	-$5.63K	0.48%	86
2024 Q3	$7.91M	Buy	269,961 +2,024	+0.8%	+$61.1K	0.44%	101
2024 Q2	$8.2M	Sell	267,937 -14,692	-5%	-$460K	0.48%	93
2024 Q1	$8.8M	Sell	282,629 -8,079	-3%	-$237K	0.5%	85
2023 Q4	$8.04M	Sell	290,708 -1,097	-0.4%	-$30.3K	0.47%	95
2023 Q3	$7.98M	Buy	291,805 +137	+0%	+$3.79K	0.51%	82
2023 Q2	$7.98M	Buy	291,668 +43,438	+17%	+$1.12M	0.49%	91
2023 Q1	$6.19M	Buy	+248,230	New	+$6.08M	0.4%	108

Other funds holding BXSL

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

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

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

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

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

GAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Punch & Associates Investment Management's BXSL Position: Q2 2025 in Review

Punch & Associates Investment Management sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 154,704 shares — an estimated $5.01M sold.

Punch & Associates Investment Management first reported a position in BXSL in Q1 2023 and held it in 9 quarters. The position peaked at $8.8M in Q1 2024. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

Punch & Associates Investment Management reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
Punch & Associates Investment Management sold 154,704 Blackstone Secured Lending shares in Q2 2025, an estimated $5.01M.
Punch & Associates Investment Management first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 9 quarters.
Punch & Associates Investment Management's Blackstone Secured Lending position peaked at $8.8M in Q1 2024.
388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on Punch & Associates Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.