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Security National Bank’s Blackstone Secured Lending BXSL Stock Holding History

Security National Bank’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
-2,350
Closed -$55.7K – 399
2026
Q1 		$55.7K Hold
2,350
– – 0.01% 229
2025
Q4 		$61.9K Sell
2,350
-461
-16% -$12.4K 0.01% 219
2025
Q3 		$73.3K Buy
2,811
+38
+1% +$1.14K 0.01% 210
2025
Q2 		$85.3K Buy
2,773
+138
+5% +$4.21K 0.01% 180
2025
Q1 		$85.3K Hold
2,635
– – 0.02% 173
2024
Q4 		$85.1K Hold
2,635
– – 0.01% 169
2024
Q3 		$77.2K Hold
2,635
– – 0.01% 172
2024
Q2 		$80.7K Hold
2,635
– – 0.01% 163
2024
Q1 		$82.1K Hold
2,635
– – 0.01% 162
2023
Q4 		$72.8K Buy
+2,635
New +$72.8K 0.02% 171

Other funds holding BXSL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Security National Bank's BXSL Position: Q2 2026 in Review

Security National Bank sold out of Blackstone Secured Lending (BXSL) in Q2 2026, closing a stake of 2,350 shares — an estimated $55.7K sold.

Security National Bank first reported a position in BXSL in Q4 2023 and held it in 10 quarters. The position peaked at $85.3K in Q2 2025. 42 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Security National Bank reported no remaining Blackstone Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 2,350 Blackstone Secured Lending shares in Q2 2026, an estimated $55.7K.
  • Security National Bank first reported a position in Blackstone Secured Lending in Q4 2023 and held it in 10 quarters.
  • Security National Bank's Blackstone Secured Lending position peaked at $85.3K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.