CSPIA
BGB

Cary Street Partners Investment Advisory’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Cary Street Partners Investment Advisory’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 		$47.1K Sell
4,170
-7,230
-63% -$81.7K 0.01% 596
2026
Q1 		$127K Hold
11,400
– – 0.03% 423
2025
Q4 		$134K Buy
11,400
+4,000
+54% +$47.3K 0.04% 383
2025
Q3 		$90.1K Hold
7,400
– – 0.04% 378
2025
Q2 		$89.7K Buy
7,400
+1,000
+16% +$11.8K 0.04% 335
2025
Q1 		$77.3K Hold
6,400
– – 0.04% 320
2024
Q4 		$78.3K Buy
+6,400
New +$79.3K 0.05% 281
2023
Q4 		– Sell
-1,500
Closed -$16.5K – 746
2023
Q3 		$16.5K Hold
1,500
– – ﹤0.01% 1169
2023
Q2 		$16.4K Hold
1,500
– – ﹤0.01% 1105
2023
Q1 		$16K Hold
1,500
– – ﹤0.01% 1035
2022
Q4 		$15.9K Buy
+1,500
New +$16K ﹤0.01% 1030
2020
Q4 		– Sell
-2,500
Closed -$31K – 397
2020
Q3 		$31K Buy
+2,500
New +$29.5K 0.01% 570

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $260M AUM 29.1% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cary Street Partners Investment Advisory's BGB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 63% in Q2 2026, selling an estimated $81.7K and leaving 4,170 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #596.

Cary Street Partners Investment Advisory first reported a position in BGB in Q3 2020 and has held it in 12 quarters since. The position peaked at $134K in Q4 2025. 53 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,170 shares of Blackstone Strategic Credit 2027 Term Fund worth $47.1K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 7,230 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $81.7K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #596 holding.
  • Cary Street Partners Investment Advisory first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2020 and has held it in 12 quarters since.
  • Cary Street Partners Investment Advisory's Blackstone Strategic Credit 2027 Term Fund position peaked at $134K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.