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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

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

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. 359 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.
  • 359 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.