SFMG Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

SFMG Wealth Advisors’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	$5.49M	Sell	231,526 -1,335	-0.6%	-$31.9K	0.33%	40
2026 Q1	$5.52M	Sell	232,861 -4,525	-2%	-$113K	0.37%	35
2025 Q4	$6.25M	Sell	237,386 -10,928	-4%	-$293K	0.42%	34
2025 Q3	$6.47M	Buy	248,314 +5,737	+2%	+$172K	0.45%	30
2025 Q2	$7.46M	Buy	242,577 +16,683	+7%	+$509K	0.56%	27
2025 Q1	$7.31M	Buy	225,894 +7,507	+3%	+$247K	0.58%	24
2024 Q4	$7.06M	Buy	+218,387	New	+$6.83M	0.56%	25

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

SFMG Wealth Advisors's BXSL Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Blackstone Secured Lending (BXSL) stake by 0.57% in Q2 2026, selling an estimated $31.9K and leaving 231,526 shares worth $5.49M. The position accounts for 0.33% of the portfolio, ranked #40.

SFMG Wealth Advisors first reported a position in BXSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.46M in Q2 2025. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

SFMG Wealth Advisors held 231,526 shares of Blackstone Secured Lending worth $5.49M as of Q2 2026.
SFMG Wealth Advisors sold 1,335 Blackstone Secured Lending shares in Q2 2026, an estimated $31.9K.
Blackstone Secured Lending made up 0.33% of SFMG Wealth Advisors's portfolio in Q2 2026, its #40 holding.
SFMG Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2024 and has held it in 7 quarters since.
SFMG Wealth Advisors's Blackstone Secured Lending position peaked at $7.46M in Q2 2025.
359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.