Shufro Rose & Co’s Blackstone Secured Lending BXSL Stock Holding History

Shufro Rose & Co’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
2025 Q4	–	Sell	-7,115	Closed	-$230K	–	308
2025 Q3	$230K	Hold	7,115	–	–	0.02%	267
2025 Q2	$230K	Hold	7,115	–	–	0.02%	264
2025 Q1	$230K	Hold	7,115	–	–	0.02%	267
2024 Q4	$230K	Sell	7,115 -2,360	-25%	-$73.8K	0.02%	261
2024 Q3	$290K	Hold	9,475	–	–	0.02%	240
2024 Q2	$290K	Sell	9,475 -9,057	-49%	-$283K	0.02%	240
2024 Q1	$577K	Hold	18,532	–	–	0.05%	151
2023 Q4	$507K	Hold	18,532	–	–	0.05%	159
2023 Q3	$507K	Sell	18,532 -1,017	-5%	-$28.1K	0.05%	157
2023 Q2	$535K	Sell	19,549 -466,956	-96%	-$12M	0.05%	160
2023 Q1	$12.1M	Sell	486,505 -1,125	-0.2%	-$27.6K	1.12%	27
2022 Q4	$10.9M	Sell	487,630 -29,320	-6%	-$687K	0.92%	30
2022 Q3	$11.8M	Buy	516,950 +240,809	+87%	+$5.74M	1.17%	26
2022 Q2	$6.53M	Buy	276,141 +118,180	+75%	+$3.06M	0.57%	42
2022 Q1	$4.4M	Buy	157,961 +137,006	+654%	+$4.01M	0.34%	57
2021 Q4	$712K	Buy	+20,955	New	+$679K	0.05%	149

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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

Shufro Rose & Co's BXSL Position: Q4 2025 in Review

Shufro Rose & Co sold out of Blackstone Secured Lending (BXSL) in Q4 2025, closing a stake of 7,115 shares — an estimated $230K sold.

Shufro Rose & Co first reported a position in BXSL in Q4 2021 and held it in 16 quarters. The position peaked at $12.1M in Q1 2023. 392 funds tracked by Wall St. Rank hold BXSL as of Q4 2025.

Shufro Rose & Co reported no remaining Blackstone Secured Lending position as of Q4 2025 after selling out during the quarter.
Shufro Rose & Co sold 7,115 Blackstone Secured Lending shares in Q4 2025, an estimated $230K.
Shufro Rose & Co first reported a position in Blackstone Secured Lending in Q4 2021 and held it in 16 quarters.
Shufro Rose & Co's Blackstone Secured Lending position peaked at $12.1M in Q1 2023.
392 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.