BXSL β€” BLACKSTONE SECD LENDING FD

Ownership history in Elm3 Financial Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Elm3 Financial Group, LLC reported BLACKSTONE SECD LENDING FD (BXSL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.67% in 2025 Q1. The latest visible filing shows BXSL at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BXSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elm3 Financial Group, LLC's position in BLACKSTONE SECD LENDING FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BXSL was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.67% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elm3 Financial Group, LLC held BXSL β€” position size vs. price
% of Fund (quarterly)    BXSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,835 -5,740 -16.1% 0.60% $707K 2026-04-13 $23.64
2025 Q4 REDUCED 35,575 -14,735 -29.3% 0.78% $937K 2026-01-22 $25.83
2025 Q3 REDUCED 50,310 -3,357 -6.3% 1.08% $1.3M 2025-10-21 $24.86
2025 Q2 REDUCED 53,667 -5,211 -8.9% 1.37% $1.7M 2025-07-23 $29.73
2025 Q1 ADDED 58,878 +24,245 +70.0% 1.67% $1.9M 2025-05-06 $26.23
2024 Q4 INITIATED 34,633 β€” β€” 0.95% $1.1M 2025-01-27 $28.71

FAQ About Elm3 Financial Group, LLC and BXSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elm3 Financial Group, LLC reported owning BXSL?

Elm3 Financial Group, LLC reported BXSL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BXSL position in Elm3 Financial Group, LLC's portfolio?

The largest reported portfolio weight for BXSL was 1.67% in 2025 Q1.

What is the latest reported BXSL position on this page?

The most recent filing on this page is 2026 Q1, when Elm3 Financial Group, LLC reported 29,835 shares, equal to 0.60% of portfolio, with an estimated market value of $707K.

What does the chart on this BXSL ownership page compare?

The chart compares Elm3 Financial Group, LLC's quarterly BXSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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