JY
BGB

Jeff Yass’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Jeff Yass’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 		$196K Buy
17,362
+4,367
+34% +$49.4K ﹤0.01% 11971
2026
Q1 		$145K Sell
12,995
-3,429
-21% -$39.6K ﹤0.01% 12047
2025
Q4 		$193K Buy
+16,424
New +$194K ﹤0.01% 10909
2023
Q4 		– Sell
-11,369
Closed -$125K – 12346
2023
Q3 		$125K Buy
+11,369
New +$126K ﹤0.01% 10732
2020
Q1 		– Sell
-13,480
Closed -$194K – 10222
2019
Q4 		$194K Buy
+13,480
New +$190K ﹤0.01% 8784

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Jeff Yass's BGB Position: Q2 2026 in Review

Jeff Yass increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 34% in Q2 2026, buying an estimated $49.4K and bringing the position to 17,362 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #11971.

Jeff Yass first reported a position in BGB in Q4 2019 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Jeff Yass held 17,362 shares of Blackstone Strategic Credit 2027 Term Fund worth $196K as of Q2 2026.
  • Jeff Yass bought 4,367 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $49.4K.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11971 holding.
  • Jeff Yass first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2019 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.