Calamos Advisors
BGB

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

Calamos 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 		$423K Buy
37,439
+2,496
+7% +$28.2K ﹤0.01% 844
2026
Q1 		$390K Buy
34,943
+4,160
+14% +$48K ﹤0.01% 933
2025
Q4 		$363K Buy
30,783
+7,488
+32% +$88.6K ﹤0.01% 802
2025
Q3 		$284K Buy
23,295
+4,160
+22% +$51.5K ﹤0.01% 815
2025
Q2 		$232K Buy
+19,135
New +$226K ﹤0.01% 814

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

Calamos Advisors's BGB Position: Q2 2026 in Review

Calamos Advisors increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 7.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 37,439 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Calamos Advisors first reported a position in BGB in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Calamos Advisors held 37,439 shares of Blackstone Strategic Credit 2027 Term Fund worth $423K as of Q2 2026.
  • Calamos Advisors bought 2,496 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $28.2K.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q2 2026, its #844 holding.
  • Calamos Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.