Sovereign Financial Group’s Blackstone Secured Lending BXSL Stock Holding History

Sovereign Financial Group’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 Q3	–	Sell	-7,586	Closed	-$233K	–	332
2025 Q2	$233K	Hold	7,586	–	–	0.05%	277
2025 Q1	$245K	Sell	7,586 -473	-6%	-$15.6K	0.06%	253
2024 Q4	$260K	Buy	8,059 +473	+6%	+$14.8K	0.06%	248
2024 Q3	$222K	Hold	7,586	–	–	0.05%	263
2024 Q2	$232K	Hold	7,586	–	–	0.06%	247
2024 Q1	$236K	Buy	+7,586	New	+$222K	0.06%	250

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

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Sovereign Financial Group's BXSL Position: Q3 2025 in Review

Sovereign Financial Group sold out of Blackstone Secured Lending (BXSL) in Q3 2025, closing a stake of 7,586 shares — an estimated $233K sold.

Sovereign Financial Group first reported a position in BXSL in Q1 2024 and held it in 6 quarters. The position peaked at $260K in Q4 2024. 379 funds tracked by Wall St. Rank hold BXSL as of Q3 2025.

Sovereign Financial Group reported no remaining Blackstone Secured Lending position as of Q3 2025 after selling out during the quarter.
Sovereign Financial Group sold 7,586 Blackstone Secured Lending shares in Q3 2025, an estimated $233K.
Sovereign Financial Group first reported a position in Blackstone Secured Lending in Q1 2024 and held it in 6 quarters.
Sovereign Financial Group's Blackstone Secured Lending position peaked at $260K in Q4 2024.
379 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.