Loomis, Sayles & Company
BGB

Loomis, Sayles & Company’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Loomis, Sayles & Company’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 		$5.63M Buy
497,855
+68,337
+16% +$772K 0.01% 427
2026
Q1 		$4.79M Buy
+429,518
New +$4.96M 0.01% 416

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

Loomis, Sayles & Company's BGB Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 16% in Q2 2026, buying an estimated $772K and bringing the position to 497,855 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #427.

Loomis, Sayles & Company first reported a position in BGB in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Loomis, Sayles & Company held 497,855 shares of Blackstone Strategic Credit 2027 Term Fund worth $5.63M as of Q2 2026.
  • Loomis, Sayles & Company bought 68,337 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $772K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #427 holding.
  • Loomis, Sayles & Company first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.