NFG
BGB

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

Nations 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
Q2 		$132K Hold
11,686
– – 0.01% 772
2026
Q1 		$130K Hold
11,686
– – 0.01% 753
2025
Q4 		$138K Hold
11,686
– – 0.01% 729
2025
Q3 		$142K Hold
11,686
– – 0.01% 694
2025
Q2 		$142K Sell
11,686
-1,788
-13% -$21.1K 0.01% 663
2025
Q1 		$163K Hold
13,474
– – 0.01% 634
2024
Q4 		$165K Hold
13,474
– – 0.01% 648
2024
Q3 		$166K Hold
13,474
– – 0.01% 651
2024
Q2 		$160K Hold
13,474
– – 0.01% 612
2024
Q1 		$160K Hold
13,474
– – 0.01% 605
2023
Q4 		$153K Hold
13,474
– – 0.01% 601
2023
Q3 		$148K Sell
13,474
-845
-6% -$9.36K 0.01% 594
2023
Q2 		$157K Sell
14,319
-10,178
-42% -$109K 0.02% 593
2023
Q1 		$261K Hold
24,497
– – 0.03% 523
2022
Q4 		$259K Buy
24,497
+7,147
+41% +$76.2K 0.03% 504
2022
Q3 		$184K Hold
17,350
– – 0.03% 511
2022
Q2 		$194K Buy
+17,350
New +$209K 0.03% 503

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

Nations Financial Group's BGB Position: Q2 2026 in Review

Nations Financial Group held its Blackstone Strategic Credit 2027 Term Fund (BGB) position steady in Q2 2026 at 11,686 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #772.

Nations Financial Group first reported a position in BGB in Q2 2022 and has held it in 17 quarters since. The position peaked at $261K in Q1 2023. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Nations Financial Group held 11,686 shares of Blackstone Strategic Credit 2027 Term Fund worth $132K as of Q2 2026.
  • Nations Financial Group left its Blackstone Strategic Credit 2027 Term Fund share count unchanged in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #772 holding.
  • Nations Financial Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2022 and has held it in 17 quarters since.
  • Nations Financial Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $261K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.