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 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

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

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

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

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

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

GAM

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

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

Root Financial Partners's BXSL Position: Q2 2026 in Review

Root Financial Partners sold out of Blackstone Secured Lending (BXSL) in Q2 2026, closing a stake of 188 shares — an estimated $4.45K sold.

Root Financial Partners first reported a position in BXSL in Q3 2025 and held it in 2 quarters. The position peaked at $4.45K in Q1 2026. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

Root Financial Partners reported no remaining Blackstone Secured Lending position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 188 Blackstone Secured Lending shares in Q2 2026, an estimated $4.45K.
Root Financial Partners first reported a position in Blackstone Secured Lending in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Blackstone Secured Lending position peaked at $4.45K in Q1 2026.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.