Janney Montgomery Scott
BGB

Janney Montgomery Scott’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Janney Montgomery Scott’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 		– Sell
-11,700
Closed -$138K – 2766
2025
Q4 		$138K Sell
11,700
-36
-0.3% -$426 ﹤0.01% 2845
2025
Q3 		$143K Hold
11,736
– – ﹤0.01% 2778
2025
Q2 		$142K Hold
11,736
– – ﹤0.01% 2610
2025
Q1 		$142K Buy
11,736
+286
+2% +$3.51K ﹤0.01% 2578
2024
Q4 		$140K Hold
11,450
– – ﹤0.01% 2600
2024
Q3 		$141K Buy
+11,450
New +$139K ﹤0.01% 2556
2024
Q2 		– Sell
-17,150
Closed -$204K – 2623
2024
Q1 		$204K Buy
+17,150
New +$200K ﹤0.01% 2567
2022
Q4 		– Sell
-13,050
Closed -$139K – 2566
2022
Q3 		$139K Hold
13,050
– – ﹤0.01% 2359
2022
Q2 		$147K Buy
+13,050
New +$157K ﹤0.01% 2195

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return