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Summit Financial’s Blackstone Secured Lending BXSL Stock Holding History

Summit Financial’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 		$2.62M Buy
107,151
+47,227
+79% +$1.13M 0.03% 554
2026
Q1 		$1.47M Buy
59,924
+5,530
+10% +$138K 0.02% 659
2025
Q4 		$1.47M Buy
54,394
+56
+0.1% +$1.5K 0.02% 556
2025
Q3 		$1.42M Buy
+54,338
New +$1.63M 0.02% 556

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Nomura Asset Management
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Summit Financial's BXSL Position: Q2 2026 in Review

Summit Financial increased its Blackstone Secured Lending (BXSL) stake by 79% in Q2 2026, buying an estimated $1.13M and bringing the position to 107,151 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #554.

Summit Financial first reported a position in BXSL in Q3 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Summit Financial held 107,151 shares of Blackstone Secured Lending worth $2.62M as of Q2 2026.
  • Summit Financial bought 47,227 Blackstone Secured Lending shares in Q2 2026, an estimated $1.13M.
  • Blackstone Secured Lending made up 0.03% of Summit Financial's portfolio in Q2 2026, its #554 holding.
  • Summit Financial first reported a position in Blackstone Secured Lending in Q3 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.