MFG
BGB

Merit Financial Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Merit Financial Group’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
Q1 		$1.9M Buy
170,368
+2,397
+1% +$27.7K 0.01% 698
2025
Q4 		$1.98M Sell
167,971
-8,921
-5% -$106K 0.02% 650
2025
Q3 		$2.15M Sell
176,892
-23,511
-12% -$291K 0.02% 554
2025
Q2 		$2.43M Sell
200,403
-10,339
-5% -$122K 0.03% 452
2025
Q1 		$2.55M Sell
210,742
-134
-0.1% -$1.65K 0.04% 360
2024
Q4 		$2.58M Sell
210,876
-19,615
-9% -$243K 0.05% 306
2024
Q3 		$2.84M Sell
230,491
-12,272
-5% -$149K 0.06% 232
2024
Q2 		$2.89M Sell
242,763
-6,777
-3% -$80.6K 0.06% 223
2024
Q1 		$2.97M Sell
249,540
-12,272
-5% -$143K 0.07% 211
2023
Q4 		$2.96M Buy
261,812
+14,324
+6% +$157K 0.09% 147
2023
Q3 		$2.72M Buy
247,488
+54,880
+28% +$608K 0.09% 177
2023
Q2 		$2.11M Buy
+192,608
New +$2.06M 0.07% 217

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return