Monument Capital Management BXSL — BLACKSTONE SECD LENDING FD

Ownership history in Monument Capital Management  ·  13 quarters on record

AI Ownership Summary

Monument Capital Management reported BLACKSTONE SECD LENDING FD (BXSL) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.15% in 2025 Q3. The latest visible filing shows BXSL at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BXSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Monument Capital Management'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 Q3

BXSL was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Monument Capital Management held BXSL — position size vs. price
% of Fund (quarterly)    BXSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 19,203 -1,020 -5.0% 0.10% $460K 2026-10-09 $23.86
2026 Q2 ADDED — — — 20,223 +5,802 +40.2% 0.10% $479K 2026-07-22 $22.51
2026 Q1 REDUCED 31.9% +3.9% ❌ 14,421 -6,766 -31.9% 0.09% $342K 2026-04-16 $23.03
2025 Q4 REDUCED 9.2% -7.0% ✅ 21,187 -2,146 -9.2% 0.14% $558K 2026-01-26 $23.64
2025 Q3 ADDED — — — 23,333 +13,466 +136.5% 0.15% $608K 2025-10-14 $23.30
2025 Q2 REDUCED 5.5% -12.8% ✅ 9,867 -571 -5.5% 0.08% $303K 2025-07-24 $27.80
2025 Q1 REDUCED 12.4% -2.6% ✅ 10,438 -1,476 -12.4% 0.10% $338K 2025-04-25 $24.78
2024 Q4 REDUCED — — — 11,914 -131 -1.1% 0.11% $385K 2025-01-31 $27.41
2024 Q3 REDUCED 8.2% +12.9% ❌ 12,045 -1,071 -8.2% 0.10% $353K 2024-10-15 $23.91
2024 Q2 REDUCED — — — 13,116 -247 -1.8% 0.12% $402K 2024-07-22 $23.73
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Monument Capital Management and BXSL

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

How long has Monument Capital Management reported owning BXSL?

Monument Capital Management reported BXSL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BXSL position in Monument Capital Management's portfolio?

The largest reported portfolio weight for BXSL was 0.15% in 2025 Q3.

What is the latest reported BXSL position on this page?

The most recent filing on this page is 2026 Q3, when Monument Capital Management reported 19,203 shares, equal to 0.10% of portfolio, with an estimated market value of $460K.

What does the chart on this BXSL ownership page compare?

The chart compares Monument Capital Management'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.

How well did Monument Capital Management time their BXSL position?

Based on 13F filing dates vs. subsequent BXSL price moves, Monument Capital Management correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on BXSL relative to SPY over the holding period was -14.3%.

← Back to Monument Capital Management Holdings