UFA
BSL

Uptown Financial Advisors’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Uptown Financial Advisors’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
2026
Q2 		$224K Hold
17,320
– – 0.15% 73
2026
Q1 		$224K Hold
17,320
– – 0.18% 68
2025
Q4 		$234K Hold
17,320
– – 0.17% 68
2025
Q3 		$244K Hold
17,320
– – 0.2% 63
2025
Q2 		$248K Hold
17,320
– – 0.21% 63
2025
Q1 		$245K Buy
17,320
+3,480
+25% +$49.7K 0.25% 60
2024
Q4 		$198K Buy
+13,840
New +$199K 0.21% 64

Other funds holding BSL

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Uptown Financial Advisors's BSL Position: Q2 2026 in Review

Uptown Financial Advisors held its Blackstone Senior Floating Rate 2027 Term Fund (BSL) position steady in Q2 2026 at 17,320 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #73.

Uptown Financial Advisors first reported a position in BSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q2 2025. 3 funds tracked by Wall St. Rank hold BSL as of Q2 2026.

  • Uptown Financial Advisors held 17,320 shares of Blackstone Senior Floating Rate 2027 Term Fund worth $224K as of Q2 2026.
  • Uptown Financial Advisors left its Blackstone Senior Floating Rate 2027 Term Fund share count unchanged in Q2 2026.
  • Blackstone Senior Floating Rate 2027 Term Fund made up 0.15% of Uptown Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Uptown Financial Advisors first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $248K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.