Evolve Private Wealth’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Evolve Private Wealth’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	$115K	Buy	+10,145	New	+$115K	0.01%	983

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Evolve Private Wealth's BGB Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026: 10,145 shares worth $115K. The stake represents 0.01% of the portfolio and ranks #983 among its holdings.

86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

Evolve Private Wealth held 10,145 shares of Blackstone Strategic Credit 2027 Term Fund worth $115K as of Q2 2026.
Blackstone Strategic Credit 2027 Term Fund was a new Evolve Private Wealth position in Q2 2026.
Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #983 holding.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.