Ridgeline Wealth Planning
BXSL icon

Ridgeline Wealth Planning’s Blackstone Secured Lending BXSL Stock Holding History

Ridgeline Wealth Planning’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
Q3 		$1.32M Buy
55,056
+9,795
+22% +$237K 0.76% 18
2026
Q2 		$1.07M Sell
45,261
-1,615
-3% -$38.6K 0.68% 18
2026
Q1 		$1.11M Buy
46,876
+16,563
+55% +$413K 0.81% 17
2025
Q4 		$798K Buy
30,313
+16,226
+115% +$436K 0.57% 21
2025
Q3 		$367K Buy
14,087
+2,233
+19% +$67.1K 0.28% 33
2025
Q2 		$365K Hold
11,854
– – 0.3% 31
2025
Q1 		$384K Sell
11,854
-63,035
-84% -$2.08M 0.38% 25
2024
Q4 		$2.42M Buy
+74,889
New +$2.34M 2.32% 10

Other funds holding BXSL

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ridgeline Wealth Planning's BXSL Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its Blackstone Secured Lending (BXSL) stake by 22% in Q3 2026, buying an estimated $237K and bringing the position to 55,056 shares worth $1.32M. The position accounts for 0.76% of the portfolio, ranked #18.

Ridgeline Wealth Planning first reported a position in BXSL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2024. 215 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • Ridgeline Wealth Planning held 55,056 shares of Blackstone Secured Lending worth $1.32M as of Q3 2026.
  • Ridgeline Wealth Planning bought 9,795 Blackstone Secured Lending shares in Q3 2026, an estimated $237K.
  • Blackstone Secured Lending made up 0.76% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #18 holding.
  • Ridgeline Wealth Planning first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 8 quarters since.
  • Ridgeline Wealth Planning's Blackstone Secured Lending position peaked at $2.42M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.