SW
BXSL icon

SVB Wealth’s Blackstone Secured Lending BXSL Stock Holding History

SVB Wealth’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
-2,045
Closed -$66.2K – 700
2025
Q1 		$66.2K Buy
+2,045
New +$67.4K ﹤0.01% 476
2024
Q2 		– Sell
-7,459
Closed -$232K – 762
2024
Q1 		$232K Sell
7,459
-2,984
-29% -$87.4K 0.01% 710
2023
Q4 		$289K Buy
10,443
+48
+0.5% +$1.32K 0.01% 643
2023
Q3 		$284K Buy
10,395
+1,768
+20% +$48.9K 0.01% 626
2023
Q2 		$236K Buy
+8,627
New +$222K ﹤0.01% 759

Other funds holding BXSL

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
UBS Group
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
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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's BXSL Position: Q2 2025 in Review

SVB Wealth sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 2,045 shares — an estimated $66.2K sold.

SVB Wealth first reported a position in BXSL in Q2 2023 and held it in 5 quarters. The position peaked at $289K in Q4 2023. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

  • SVB Wealth reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,045 Blackstone Secured Lending shares in Q2 2025, an estimated $66.2K.
  • SVB Wealth first reported a position in Blackstone Secured Lending in Q2 2023 and held it in 5 quarters.
  • SVB Wealth's Blackstone Secured Lending position peaked at $289K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.