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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BGB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 3.5% in Q1 2026, selling an estimated $4.62K and leaving 11,109 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #499.

Keystone Financial Group (Kentucky) first reported a position in BGB in Q2 2022 and has held it in 14 quarters since. The position peaked at $173K in Q3 2024. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

Keystone Financial Group (Kentucky) held 11,109 shares of Blackstone Strategic Credit 2027 Term Fund worth $124K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 400 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $4.62K.
Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #499 holding.
Keystone Financial Group (Kentucky) first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2022 and has held it in 14 quarters since.
Keystone Financial Group (Kentucky)'s Blackstone Strategic Credit 2027 Term Fund position peaked at $173K in Q3 2024.
80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.