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
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 $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