HighTower Advisors
BGB

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

HighTower 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 		$10.6M Buy
934,510
+23,472
+3% +$265K 0.01% 914
2026
Q1 		$10.2M Buy
911,038
+10,962
+1% +$126K 0.01% 879
2025
Q4 		$10.6M Buy
900,076
+14,056
+2% +$166K 0.01% 840
2025
Q3 		$10.8M Sell
886,020
-2,783
-0.3% -$34.5K 0.01% 813
2025
Q2 		$10.8M Buy
888,803
+13,459
+2% +$159K 0.01% 769
2025
Q1 		$10.6M Buy
875,344
+6,397
+0.7% +$78.6K 0.01% 741
2024
Q4 		$10.6M Buy
868,947
+12,620
+1% +$156K 0.01% 729
2024
Q3 		$10.5M Buy
856,327
+74,478
+10% +$903K 0.02% 734
2024
Q2 		$9.27M Buy
781,849
+389,368
+99% +$4.63M 0.01% 758
2024
Q1 		$4.67M Buy
392,481
+6,807
+2% +$79.2K 0.01% 998
2023
Q4 		$4.36M Buy
385,674
+5,885
+2% +$64.6K 0.01% 1039
2023
Q3 		$4.17M Buy
379,789
+307,005
+422% +$3.4M 0.01% 1009
2023
Q2 		$791K Buy
72,784
+16,133
+28% +$172K ﹤0.01% 1893
2023
Q1 		$603K Buy
56,651
+1,394
+3% +$15.2K ﹤0.01% 1987
2022
Q4 		$586K Buy
55,257
+43,023
+352% +$459K ﹤0.01% 2019
2022
Q3 		$129K Buy
12,234
+21
+0.2% +$241 ﹤0.01% 2711
2022
Q2 		$136K Sell
12,213
-363
-3% -$4.37K ﹤0.01% 2719
2022
Q1 		$164K Sell
12,576
-30
-0.2% -$396 ﹤0.01% 2889
2021
Q4 		$169K Buy
+12,606
New +$174K ﹤0.01% 2825
2015
Q4 		– Sell
-15,193
Closed -$215K – 2051
2015
Q3 		$215K Buy
+15,193
New +$230K ﹤0.01% 1611
2015
Q1 		– Sell
-11,240
Closed -$185K – 1613
2014
Q4 		$185K Buy
11,240
+40
+0.4% +$653 ﹤0.01% 1409
2014
Q3 		$188K Hold
11,200
– – ﹤0.01% 1365
2014
Q2 		$199K Sell
11,200
-2,500
-18% -$44.1K ﹤0.01% 1410
2014
Q1 		$243K Sell
13,700
-2,025
-13% -$36.6K ﹤0.01% 1245
2013
Q4 		$280K Buy
+15,725
New +$282K 0.01% 1182

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
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

HighTower Advisors's BGB Position: Q2 2026 in Review

HighTower Advisors increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 2.6% in Q2 2026, buying an estimated $265K and bringing the position to 934,510 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #914.

HighTower Advisors first reported a position in BGB in Q4 2013 and has held it in 25 quarters since. The position peaked at $10.8M in Q3 2025. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • HighTower Advisors held 934,510 shares of Blackstone Strategic Credit 2027 Term Fund worth $10.6M as of Q2 2026.
  • HighTower Advisors bought 23,472 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $265K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #914 holding.
  • HighTower Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2013 and has held it in 25 quarters since.
  • HighTower Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $10.8M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.