Capital Planning Advisors, LLC

Position in BXSL — Blackstone Secured Lending Fund

CIK 1631941 Roseville, CA

Position in BXSL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$227,187

-$27,450 QoQ

Shares Held

9,590

-0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $4,313,680 across 5 Asset Management names. BXSL ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	30,296	$3,483,737
2	BXSL	Blackstone Secured Lending Fund This page	9,590	$227,187
3	PSLV	Sprott Physical Silver Trust	9,125	$222,558
4	OTF	Blue Owl Technology Finance Corp.	17,829	$220,901
5	OBDC	Blue Owl Capital Corp	14,403	$159,297

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,187	9,590	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$254,637	9,671	-18.5%	Shares	Sole	2026-02-17
2022-12-31	$265,093	11,861	0.0%	Shares	Sole	2023-02-10
2022-09-30	$269,719	11,861	-84.7%	Shares	Sole	2022-11-14
2022-03-31	$2,164,742	77,645	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.