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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
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

Root Financial Partners's BXSL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Blackstone Secured Lending (BXSL) in Q1 2026: 188 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BXSL as recently as Q3 2025.

Root Financial Partners first reported a position in BXSL in Q3 2025 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Root Financial Partners held 188 shares of Blackstone Secured Lending worth $4.45K as of Q1 2026.
  • Blackstone Secured Lending was a new Root Financial Partners position in Q1 2026.
  • Blackstone Secured Lending made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1993 holding.
  • Root Financial Partners first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.