CBA
BGB

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

Coastal Bridge 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 		$25.5M Sell
2,259,024
-192,476
-8% -$2.18M 1.58% 9
2026
Q1 		$27.3M Sell
2,451,500
-17,605
-0.7% -$203K 1.93% 9
2025
Q4 		$29.1M Sell
2,469,105
-53,772
-2% -$636K 2.17% 8
2025
Q3 		$30.7M Sell
2,522,877
-369,326
-13% -$4.58M 2.32% 7
2025
Q2 		$35.1M Sell
2,892,203
-308,875
-10% -$3.65M 2.89% 4
2025
Q1 		$38.7M Sell
3,201,078
-71,530
-2% -$879K 3.5% 2
2024
Q4 		$40M Sell
3,272,608
-350,900
-10% -$4.35M 10.08% 1
2024
Q3 		$44.6M Sell
3,623,508
-195,402
-5% -$2.37M 11.06% 1
2024
Q2 		$45.4M Sell
3,818,910
-118,252
-3% -$1.41M 11.28% 1
2024
Q1 		$46.9M Sell
3,937,162
-75,040
-2% -$874K 10.78% 1
2023
Q4 		$45.4M Buy
4,012,202
+182,644
+5% +$2M 11.64% 1
2023
Q3 		$42.1M Sell
3,829,558
-303,064
-7% -$3.36M 11.29% 1
2023
Q2 		$45.2M Buy
4,132,622
+36,179
+0.9% +$386K 11.07% 1
2023
Q1 		$43.6M Buy
4,096,443
+110,442
+3% +$1.2M 11.03% 1
2022
Q4 		$42.2M Buy
3,986,001
+114,965
+3% +$1.23M 11.97% 1
2022
Q3 		$41.1M Buy
3,871,036
+82,841
+2% +$951K 11.07% 1
2022
Q2 		$42.3M Buy
3,788,195
+353,095
+10% +$4.25M 13.02% 1
2022
Q1 		$44.8M Buy
3,435,100
+120,238
+4% +$1.59M 10.32% 1
2021
Q4 		$44.7M Sell
3,314,862
-51,565
-2% -$714K 9.31% 2
2021
Q3 		$46.6M Buy
3,366,427
+276,921
+9% +$3.84M 10.78% 2
2021
Q2 		$43M Buy
3,089,506
+194,001
+7% +$2.63M 8.82% 4
2021
Q1 		$38.6M Sell
2,895,505
-275,349
-9% -$3.61M 7.07% 3
2020
Q4 		$39.6M Sell
3,170,854
-107,983
-3% -$1.33M 7.86% 3
2020
Q3 		$40.1M Sell
3,278,837
-113,568
-3% -$1.34M 12.22% 2
2020
Q2 		$38.7M Buy
3,392,405
+219,585
+7% +$2.4M 12.36% 2
2020
Q1 		$33M Buy
3,172,820
+489,364
+18% +$6.58M 12.12% 2
2019
Q4 		$38.6M Buy
2,683,456
+30,907
+1% +$436K 10.01% 2
2019
Q3 		$38.7M Sell
2,652,549
-349,208
-12% -$5.14M 13.23% 1
2019
Q2 		$44M Buy
3,001,757
+112,546
+4% +$1.63M 13.03% 1
2019
Q1 		$41.2M Buy
2,889,211
+227,159
+9% +$3.26M 14.38% 1
2018
Q4 		$35.9M Buy
2,662,052
+114,585
+4% +$1.69M 14.16% 1
2018
Q3 		$40.5M Buy
2,547,467
+71,391
+3% +$1.14M 15.44% 3
2018
Q2 		$39.1M Buy
2,476,076
+213,473
+9% +$3.39M 15.76% 3
2018
Q1 		$35.9M Buy
2,262,603
+129,929
+6% +$2.06M 13.04% 4
2017
Q4 		$33.5M Buy
2,132,674
+316,341
+17% +$5.02M 10.71% 4
2017
Q3 		$29M Buy
1,816,333
+205,347
+13% +$3.28M 9.51% 4
2017
Q2 		$25.6M Buy
1,610,986
+133,165
+9% +$2.15M 8.63% 4
2017
Q1 		$23.4M Buy
1,477,821
+726,481
+97% +$11.5M 7.98% 4
2016
Q4 		$11.6M Buy
+751,340
New +$11.2M 4.51% 4

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Coastal Bridge Advisors's BGB Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 7.9% in Q2 2026, selling an estimated $2.18M and leaving 2,259,024 shares worth $25.5M. The position accounts for 1.58% of the portfolio, ranked #9.

Coastal Bridge Advisors first reported a position in BGB in Q4 2016 and has held it in 39 quarters since. The position peaked at $46.9M in Q1 2024. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Coastal Bridge Advisors held 2,259,024 shares of Blackstone Strategic Credit 2027 Term Fund worth $25.5M as of Q2 2026.
  • Coastal Bridge Advisors sold 192,476 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $2.18M.
  • Blackstone Strategic Credit 2027 Term Fund made up 1.58% of Coastal Bridge Advisors's portfolio in Q2 2026, its #9 holding.
  • Coastal Bridge Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2016 and has held it in 39 quarters since.
  • Coastal Bridge Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $46.9M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.