BXSL — BLACKSTONE SECD LENDING FD

Ownership history in Evolution Wealth Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in BLACKSTONE SECD LENDING FD (BXSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,630 -1,665 -13.5% 0.04% $277K $25.33
2025 Q2 ADDED 12,295 +700 +6.0% 0.06% $378K $29.02
2025 Q1 ADDED 11,595 +4,320 +59.4% 0.06% $375K $29.79
2024 Q4 INITIATED 7,275 — — 0.04% $235K $29.05
% of Fund (quarterly)    BXSL price (monthly, adj. close)

Other funds also holding BXSL

As of 2025 Q4 — sorted by position size

Muzinich & Co., Inc. 3Y 7Y 9.69% John & Kathleen Schreiber Foundation 3Y 7.82% Perissos Private Wealth Management, LLC 6.8% CWC Advisors, LLC. 3Y 7Y 2.12% Osbon Capital Management LLC 2.1% Sound Income Strategies, LLC 3Y 7Y 1.98% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 1.95% MGO Private Wealth, LLC 3Y 1.8% Legacy Wealth Advisors, LLC 1.72% IMMERSION CORP 1.43%
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