Sage Investment Counsel LLC BXSL — BLACKSTONE SECD LENDING FD

Ownership history in Sage Investment Counsel LLC  ·  7 quarters on record

AI Ownership Summary

Sage Investment Counsel LLC reported BLACKSTONE SECD LENDING FD (BXSL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows BXSL at 0.45% 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 Sage Investment Counsel 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 Q2

BXSL was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 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 Q2

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.

BXSL stock page Sage Investment Counsel LLC fund profile Sage Investment Counsel LLC full holdings
How Sage Investment Counsel LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,804 +3 +0.0% 0.45% $446K 2026-07-22 $23.24
2026 Q1 ADDED — — — 18,801 +2,002 +11.9% 0.49% $445K 2026-04-24 $22.67
2025 Q4 REDUCED — — — 16,799 -197 -1.2% 0.49% $442K 2026-01-23 $24.47
2025 Q3 ADDED — — — 16,996 +5,801 +51.8% 0.49% $443K 2025-10-21 $24.08
2025 Q2 ADDED — — — 11,195 +21 +0.2% 0.40% $344K 2025-07-22 $28.50
2025 Q1 ADDED — — — 11,174 +17 +0.2% 0.46% $362K 2025-04-23 $25.16
2024 Q4 INITIATED — — — 11,157 — — 0.47% $360K 2025-02-05 $28.23

🏢 Other funds also holding BXSL

As of 2026 Q2 — sorted by position size

Lunate Capital Ltd 12.11% Prota Financial, LLC 3.78% Stronghold Wealth Management L.L.C. 2.57% Guilbault Capital LLC 2.44% Sound Income Strategies, LLC 3Y 7Y 1.94% Clarity Financial LLC 3Y 1.45% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 1.27% Columbus Macro, LLC 3Y 7Y 0.86% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 0.78% LaFleur & Godfrey LLC 3Y 7Y 0.78%

FAQ About Sage Investment Counsel 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 Sage Investment Counsel LLC reported owning BXSL?

Sage Investment Counsel LLC reported BXSL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BXSL position in Sage Investment Counsel LLC's portfolio?

The largest reported portfolio weight for BXSL was 0.49% in 2026 Q1.

What is the latest reported BXSL position on this page?

The most recent filing on this page is 2026 Q2, when Sage Investment Counsel LLC reported 18,804 shares, equal to 0.45% of portfolio, with an estimated market value of $446K.

What does the chart on this BXSL ownership page compare?

The chart compares Sage Investment Counsel 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.

How well did Sage Investment Counsel LLC time their BXSL position?

Based on 13F filing dates vs. subsequent BXSL price moves, Sage Investment Counsel LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BXSL relative to SPY over the holding period was -25.3%.

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