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 $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

Janney Montgomery Scott's BGB Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2026, closing a stake of 11,700 shares — an estimated $138K sold.

Janney Montgomery Scott first reported a position in BGB in Q2 2022 and held it in 9 quarters. The position peaked at $204K in Q1 2024. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

Janney Montgomery Scott reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 11,700 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $138K.
Janney Montgomery Scott first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2022 and held it in 9 quarters.
Janney Montgomery Scott's Blackstone Strategic Credit 2027 Term Fund position peaked at $204K in Q1 2024.
80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.