SIG
BSL

Spinnaker Investment Group’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Spinnaker Investment Group’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,230
Closed -$158K – 171
2025
Q3 		$158K Buy
+11,230
New +$159K 0.03% 155

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spinnaker Investment Group's BSL Position: Q4 2025 in Review

Spinnaker Investment Group sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q4 2025, closing a stake of 11,230 shares — an estimated $158K sold.

Spinnaker Investment Group first reported a position in BSL in Q3 2025 and held it in 1 quarter. The position peaked at $158K in Q3 2025. 46 funds tracked by Wall St. Rank hold BSL as of Q4 2025.

  • Spinnaker Investment Group reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 11,230 Blackstone Senior Floating Rate 2027 Term Fund shares in Q4 2025, an estimated $158K.
  • Spinnaker Investment Group first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q3 2025 and held it in 1 quarter.
  • Spinnaker Investment Group's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $158K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q4 2025.

Based on Spinnaker Investment Group's 13F filing for Q4 2025, filed 12 Jan 2026.