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

SOA 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
2025 Q2	–	Sell	-14	Closed	-$453	–	888
2025 Q1	$453	Hold	14	–	–	﹤0.01%	789
2024 Q4	$452	Buy	+14	New	+$438	﹤0.01%	781

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOA Wealth Advisors's BXSL Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 14 shares — an estimated $453 sold.

SOA Wealth Advisors first reported a position in BXSL in Q4 2024 and held it in 2 quarters. The position peaked at $453 in Q1 2025. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

SOA Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 14 Blackstone Secured Lending shares in Q2 2025, an estimated $453.
SOA Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 2 quarters.
SOA Wealth Advisors's Blackstone Secured Lending position peaked at $453 in Q1 2025.
388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.