Laird Norton Wetherby Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$152K	Hold	12,500	–	–	0.01%	912
2025 Q2	$152K	Buy	+12,500	New	+$148K	0.01%	908
2024 Q4	$153K	Hold	12,500	–	–	0.01%	867
2024 Q3	$154K	Hold	12,500	–	–	0.01%	900
2024 Q2	$149K	Hold	12,500	–	–	0.01%	890
2024 Q1	$149K	Hold	12,500	–	–	0.01%	926
2023 Q4	$142K	Hold	12,500	–	–	0.01%	878
2023 Q3	$137K	Hold	12,500	–	–	0.01%	853
2023 Q2	$137K	Hold	12,500	–	–	0.01%	894
2023 Q1	$133K	Hold	12,500	–	–	0.01%	864
2022 Q4	$132K	Hold	12,500	–	–	0.01%	835
2022 Q3	$133K	Hold	12,500	–	–	0.01%	831
2022 Q2	$140K	Hold	12,500	–	–	0.01%	847
2022 Q1	$163K	Hold	12,500	–	–	0.01%	876
2021 Q4	$169K	Hold	12,500	–	–	0.01%	884
2021 Q3	$173K	Hold	12,500	–	–	0.01%	875
2021 Q2	$174K	Buy	+12,500	New	+$169K	0.01%	886
2021 Q1	–	Sell	-12,500	Closed	-$156K	–	791
2020 Q4	$156K	Buy	+12,500	New	+$153K	0.01%	852

Other funds holding BGB

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BGB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q3 2025 at 12,500 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #912.

Laird Norton Wetherby Wealth Management first reported a position in BGB in Q4 2020 and has held it in 18 quarters since. The position peaked at $174K in Q2 2021. 84 funds tracked by Wall St. Rank hold BGB as of Q3 2025.

Laird Norton Wetherby Wealth Management held 12,500 shares of Blackstone Strategic Credit 2027 Term Fund worth $152K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q3 2025.
Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #912 holding.
Laird Norton Wetherby Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2020 and has held it in 18 quarters since.
Laird Norton Wetherby Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $174K in Q2 2021.
84 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.