LPL Financial
BGX

LPL Financial’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

LPL Financial’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Buy
+17,010
New +$185K ﹤0.01% 5783
2026
Q1 		– Sell
-14,422
Closed -$168K – 5985
2025
Q4 		$168K Buy
14,422
+2,621
+22% +$30.9K ﹤0.01% 5494
2025
Q3 		$142K Buy
11,801
+810
+7% +$10.1K ﹤0.01% 5439
2025
Q2 		$136K Sell
10,991
-4,329
-28% -$52.2K ﹤0.01% 5195
2025
Q1 		$189K Buy
+15,320
New +$194K ﹤0.01% 4889
2024
Q1 		– Sell
-10,276
Closed -$118K – 4924
2023
Q4 		$118K Buy
+10,276
New +$117K ﹤0.01% 4519
2020
Q1 		– Sell
-24,694
Closed -$386K – 3233
2019
Q4 		$386K Buy
24,694
+12
+0% +$185 ﹤0.01% 2576
2019
Q3 		$389K Buy
24,682
+111
+0.5% +$1.78K ﹤0.01% 2469
2019
Q2 		$386K Buy
24,571
+508
+2% +$7.88K ﹤0.01% 2489
2019
Q1 		$367K Buy
+24,063
New +$363K ﹤0.01% 2473
2017
Q4 		– Sell
-20,900
Closed -$336K – 3027
2017
Q3 		$336K Buy
+20,900
New +$335K ﹤0.01% 2270
2016
Q1 		– Sell
-12,620
Closed -$169K – 3113
2015
Q4 		$169K Buy
+12,620
New +$175K ﹤0.01% 2873
2015
Q1 		– Sell
-26,055
Closed -$405K – 2791
2014
Q4 		$405K Sell
26,055
-3,250
-11% -$52.6K ﹤0.01% 1929
2014
Q3 		$489K Sell
29,305
-750
-2% -$12.9K ﹤0.01% 1803
2014
Q2 		$533K Sell
30,055
-5,600
-16% -$99.4K ﹤0.01% 1756
2014
Q1 		$628K Buy
35,655
+3,070
+9% +$55.1K ﹤0.01% 1571
2013
Q4 		$582K Buy
32,585
+14,250
+78% +$254K ﹤0.01% 1623
2013
Q3 		$325K Buy
18,335
+3,720
+25% +$68.2K ﹤0.01% 1952
2013
Q2 		$287K Buy
+14,615
New +$284K ﹤0.01% 1934

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's BGX Position: Q2 2026 in Review

LPL Financial opened a new position in Blackstone Long-Short Credit Income Fund (BGX) in Q2 2026: 17,010 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #5783 among its holdings. This is a return to the name: LPL Financial previously reported a position in BGX as recently as Q4 2025.

LPL Financial first reported a position in BGX in Q2 2013 and has held it in 19 quarters since. The position peaked at $628K in Q1 2014. 49 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • LPL Financial held 17,010 shares of Blackstone Long-Short Credit Income Fund worth $185K as of Q2 2026.
  • Blackstone Long-Short Credit Income Fund was a new LPL Financial position in Q2 2026.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5783 holding.
  • LPL Financial first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2013 and has held it in 19 quarters since.
  • LPL Financial's Blackstone Long-Short Credit Income Fund position peaked at $628K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.