KFGK
BGB

Keystone Financial Group (Kentucky)’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$136K Buy
12,059
+950
+9% +$10.7K 0.01% 536
2026
Q1 		$124K Sell
11,109
-400
-3% -$4.62K 0.01% 499
2025
Q4 		$136K Hold
11,509
– – 0.01% 438
2025
Q3 		$140K Sell
11,509
-50
-0.4% -$619 0.01% 413
2025
Q2 		$140K Sell
11,559
-1,300
-10% -$15.4K 0.01% 413
2025
Q1 		$155K Sell
12,859
-393
-3% -$4.83K 0.02% 378
2024
Q4 		$162K Sell
13,252
-789
-6% -$9.78K 0.02% 377
2024
Q3 		$173K Buy
+14,041
New +$170K 0.02% 361
2024
Q2 		– Sell
-14,319
Closed -$170K – 175
2024
Q1 		$170K Sell
14,319
-223
-2% -$2.6K 0.02% 337
2023
Q4 		$165K Buy
14,542
+331
+2% +$3.63K 0.03% 289
2023
Q3 		$156K Buy
14,211
+478
+3% +$5.29K 0.03% 290
2023
Q2 		$150K Buy
+13,733
New +$147K 0.03% 293
2022
Q4 		$153K Buy
14,474
+834
+6% +$8.9K 0.03% 272
2022
Q3 		$145K Buy
13,640
+3,428
+34% +$39.4K 0.03% 273
2022
Q2 		$114K Buy
+10,212
New +$123K 0.02% 285

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 $104B AUM 28.3% 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

Keystone Financial Group (Kentucky)'s BGB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 8.6% in Q2 2026, buying an estimated $10.7K and bringing the position to 12,059 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #536.

Keystone Financial Group (Kentucky) first reported a position in BGB in Q2 2022 and has held it in 15 quarters since. The position peaked at $173K in Q3 2024. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 12,059 shares of Blackstone Strategic Credit 2027 Term Fund worth $136K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 950 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $10.7K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #536 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2022 and has held it in 15 quarters since.
  • Keystone Financial Group (Kentucky)'s Blackstone Strategic Credit 2027 Term Fund position peaked at $173K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.