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

Nations Financial Group’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	$663K	Hold	60,800	–	–	0.03%	475
2025 Q4	$709K	Hold	60,800	–	–	0.04%	440
2025 Q3	$730K	Sell	60,800 -650	-1%	-$8.08K	0.05%	408
2025 Q2	$763K	Hold	61,450	–	–	0.05%	354
2025 Q1	$759K	Hold	61,450	–	–	0.06%	327
2024 Q4	$764K	Hold	61,450	–	–	0.06%	337
2024 Q3	$786K	Hold	61,450	–	–	0.06%	325
2024 Q2	$764K	Hold	61,450	–	–	0.06%	310
2024 Q1	$756K	Hold	61,450	–	–	0.06%	315
2023 Q4	$704K	Hold	61,450	–	–	0.07%	304
2023 Q3	$716K	Hold	61,450	–	–	0.07%	285
2023 Q2	$697K	Sell	61,450 -1,000	-2%	-$10.9K	0.07%	297
2023 Q1	$681K	Sell	62,450 -1,000	-2%	-$11.3K	0.07%	290
2022 Q4	$688K	Buy	63,450 +25,000	+65%	+$274K	0.08%	282
2022 Q3	$419K	Buy	38,450 +1,000	+3%	+$11.8K	0.06%	328
2022 Q2	$431K	Sell	37,450 -11,000	-23%	-$138K	0.06%	332
2022 Q1	$651K	Buy	+48,450	New	+$679K	0.08%	272

Other funds holding BGX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 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 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

Nations Financial Group's BGX Position: Q1 2026 in Review

Nations Financial Group held its Blackstone Long-Short Credit Income Fund (BGX) position steady in Q1 2026 at 60,800 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #475.

Nations Financial Group first reported a position in BGX in Q1 2022 and has held it in 17 quarters since. The position peaked at $786K in Q3 2024. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

Nations Financial Group held 60,800 shares of Blackstone Long-Short Credit Income Fund worth $663K as of Q1 2026.
Nations Financial Group left its Blackstone Long-Short Credit Income Fund share count unchanged in Q1 2026.
Blackstone Long-Short Credit Income Fund made up 0.03% of Nations Financial Group's portfolio in Q1 2026, its #475 holding.
Nations Financial Group first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2022 and has held it in 17 quarters since.
Nations Financial Group's Blackstone Long-Short Credit Income Fund position peaked at $786K in Q3 2024.
52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.