EFG
BGB

Ethos Financial Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Ethos Financial Group’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 		$195K Buy
17,222
+1,504
+10% +$17K 0.01% 583
2026
Q1 		$185K Hold
15,718
– – 0.01% 494
2025
Q4 		$185K Buy
15,718
+284
+2% +$3.36K 0.01% 481
2025
Q3 		$188K Buy
+15,434
New +$191K 0.01% 461

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

Ethos Financial Group's BGB Position: Q2 2026 in Review

Ethos Financial Group increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 9.6% in Q2 2026, buying an estimated $17K and bringing the position to 17,222 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #583.

Ethos Financial Group first reported a position in BGB in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Ethos Financial Group held 17,222 shares of Blackstone Strategic Credit 2027 Term Fund worth $195K as of Q2 2026.
  • Ethos Financial Group bought 1,504 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $17K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #583 holding.
  • Ethos Financial Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.