BPA
BGB

Beacon Pointe Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Beacon Pointe Advisors’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$131K Buy
+11,555
New +$131K ﹤0.01% 1851
2021
Q4 		– Sell
-10,000
Closed -$139K – 931
2021
Q3 		$139K Buy
+10,000
New +$139K ﹤0.01% 875

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Beacon Pointe Advisors's BGB Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026: 11,555 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1851 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in BGB as recently as Q3 2021.

Beacon Pointe Advisors first reported a position in BGB in Q3 2021 and has held it in 2 quarters since. The position peaked at $139K in Q3 2021. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Beacon Pointe Advisors held 11,555 shares of Blackstone Strategic Credit 2027 Term Fund worth $131K as of Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund was a new Beacon Pointe Advisors position in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1851 holding.
  • Beacon Pointe Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2021 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $139K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.