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 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

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

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 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

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

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

Ridgeline Wealth Planning's BXSL Position: Q1 2026 in Review

Ridgeline Wealth Planning increased its Blackstone Secured Lending (BXSL) stake by 55% in Q1 2026, buying an estimated $413K and bringing the position to 46,876 shares worth $1.11M. The position accounts for 0.81% of the portfolio, ranked #17.

Ridgeline Wealth Planning first reported a position in BXSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42M in Q4 2024. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Ridgeline Wealth Planning held 46,876 shares of Blackstone Secured Lending worth $1.11M as of Q1 2026.
Ridgeline Wealth Planning bought 16,563 Blackstone Secured Lending shares in Q1 2026, an estimated $413K.
Blackstone Secured Lending made up 0.81% of Ridgeline Wealth Planning's portfolio in Q1 2026, its #17 holding.
Ridgeline Wealth Planning first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 6 quarters since.
Ridgeline Wealth Planning's Blackstone Secured Lending position peaked at $2.42M in Q4 2024.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2026, filed 5 May 2026.