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
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 $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

LPL Financial's BGX Position: Q1 2026 in Review

LPL Financial sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2026, closing a stake of 14,422 shares — an estimated $168K sold.

LPL Financial first reported a position in BGX in Q2 2013 and held it in 18 quarters. The position peaked at $628K in Q1 2014. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • LPL Financial reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 14,422 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $168K.
  • LPL Financial first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2013 and held it in 18 quarters.
  • LPL Financial's Blackstone Long-Short Credit Income Fund position peaked at $628K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.