Financial Gravity Asset Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Financial Gravity Asset Management’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 Q1	$5.58K	Hold	500	–	–	﹤0.01%	648
2025 Q4	$5.89K	Buy	+500	New	+$5.92K	﹤0.01%	545

Other funds holding BGB

SIA

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's BGB Position: Q1 2026 in Review

Financial Gravity Asset Management held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q1 2026 at 500 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Financial Gravity Asset Management first reported a position in BGB in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.89K in Q4 2025. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

Financial Gravity Asset Management held 500 shares of Blackstone Strategic Credit 2027 Term Fund worth $5.58K as of Q1 2026.
Financial Gravity Asset Management left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q1 2026.
Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #648 holding.
Financial Gravity Asset Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2025 and has held it in 2 quarters since.
Financial Gravity Asset Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $5.89K in Q4 2025.
80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.