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Valeo Financial Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Valeo Financial 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
Q2 		$544K Buy
22,951
+1,450
+7% +$34.6K 0.01% 426
2026
Q1 		$509K Buy
21,501
+9,321
+77% +$232K 0.01% 405
2025
Q4 		$321K Buy
+12,180
New +$327K 0.01% 596

Other funds holding BXSL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Valeo Financial Advisors's BXSL Position: Q2 2026 in Review

Valeo Financial Advisors increased its Blackstone Secured Lending (BXSL) stake by 6.7% in Q2 2026, buying an estimated $34.6K and bringing the position to 22,951 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #426.

Valeo Financial Advisors first reported a position in BXSL in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold BXSL as of Q2 2026.

  • Valeo Financial Advisors held 22,951 shares of Blackstone Secured Lending worth $544K as of Q2 2026.
  • Valeo Financial Advisors bought 1,450 Blackstone Secured Lending shares in Q2 2026, an estimated $34.6K.
  • Blackstone Secured Lending made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #426 holding.
  • Valeo Financial Advisors first reported a position in Blackstone Secured Lending in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.