Root Financial Partners
BXSL icon

Root Financial Partners’s Blackstone Secured Lending BXSL Stock Holding History

Root Financial Partners’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 		$94.1K Buy
+3,925
New +$94.8K ﹤0.01% 763
2026
Q2 		– Sell
-188
Closed -$4.45K – 839
2026
Q1 		$4.45K Buy
+188
New +$4.68K ﹤0.01% 1993
2025
Q4 		– Sell
-100
Closed -$2.61K – 2445
2025
Q3 		$2.61K Buy
+100
New +$3K ﹤0.01% 1912

Other funds holding BXSL

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's BXSL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Blackstone Secured Lending (BXSL) in Q3 2026: 3,925 shares worth $94.1K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BXSL as recently as Q1 2026.

Root Financial Partners first reported a position in BXSL in Q3 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold BXSL as of Q3 2026.

  • Root Financial Partners held 3,925 shares of Blackstone Secured Lending worth $94.1K as of Q3 2026.
  • Blackstone Secured Lending was a new Root Financial Partners position in Q3 2026.
  • Blackstone Secured Lending made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #763 holding.
  • Root Financial Partners first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.