Kingsview Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Kingsview Wealth Management’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	$388K	Buy	34,367 +27	+0.1%	+$305	﹤0.01%	1079
2026 Q1	$383K	Buy	34,340 +5,327	+18%	+$61.5K	0.01%	985
2025 Q4	$342K	Buy	29,013 +3,849	+15%	+$45.6K	﹤0.01%	979
2025 Q3	$306K	Buy	25,164 +1,001	+4%	+$12.4K	﹤0.01%	949
2025 Q2	$293K	Buy	24,163 +2,042	+9%	+$24.1K	0.01%	956
2025 Q1	$267K	Buy	22,121 +4,034	+22%	+$49.6K	0.01%	931
2024 Q4	$221K	Buy	18,087 +6,845	+61%	+$84.8K	﹤0.01%	1024
2024 Q3	$139K	Buy	11,242 +577	+5%	+$6.99K	﹤0.01%	1058
2024 Q2	$127K	Buy	+10,665	New	+$127K	﹤0.01%	1015

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Kingsview Wealth Management's BGB Position: Q2 2026 in Review

Kingsview Wealth Management increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 0.08% in Q2 2026, buying an estimated $305 and bringing the position to 34,367 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Kingsview Wealth Management first reported a position in BGB in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

Kingsview Wealth Management held 34,367 shares of Blackstone Strategic Credit 2027 Term Fund worth $388K as of Q2 2026.
Kingsview Wealth Management bought 27 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $305.
Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1079 holding.
Kingsview Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.