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Summit Trail Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Summit Trail 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
2026
Q1 		– Sell
-16,619
Closed -$450K – 1451
2025
Q4 		$450K Buy
+16,619
New +$446K 0.01% 1107

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Summit Trail Advisors's BXSL Position: Q1 2026 in Review

Summit Trail Advisors sold out of Blackstone Secured Lending (BXSL) in Q1 2026, closing a stake of 16,619 shares — an estimated $450K sold.

Summit Trail Advisors first reported a position in BXSL in Q4 2025 and held it in 1 quarter. The position peaked at $450K in Q4 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • Summit Trail Advisors reported no remaining Blackstone Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 16,619 Blackstone Secured Lending shares in Q1 2026, an estimated $450K.
  • Summit Trail Advisors first reported a position in Blackstone Secured Lending in Q4 2025 and held it in 1 quarter.
  • Summit Trail Advisors's Blackstone Secured Lending position peaked at $450K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.