Neuberger Berman Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Neuberger Berman 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
2025 Q1	–	Sell	-10,062	Closed	-$123K	–	1982
2024 Q4	$123K	Buy	+10,062	New	+$125K	﹤0.01%	1841
2014 Q2	–	Sell	-71,000	Closed	-$1.26M	–	1704
2014 Q1	$1.26M	Buy	71,000 +3,000	+4%	+$54.3K	﹤0.01%	1179
2013 Q4	$1.21M	Buy	68,000 +1,000	+1%	+$17.9K	﹤0.01%	1168
2013 Q3	$1.19M	Buy	67,000 +6,000	+10%	+$109K	﹤0.01%	1166
2013 Q2	$1.15M	Buy	+61,000	New	+$1.18M	﹤0.01%	1157

Other funds holding BGB

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Neuberger Berman Group's BGB Position: Q1 2025 in Review

Neuberger Berman Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2025, closing a stake of 10,062 shares — an estimated $123K sold.

Neuberger Berman Group first reported a position in BGB in Q2 2013 and held it in 5 quarters. The position peaked at $1.26M in Q1 2014. 81 funds tracked by Wall St. Rank hold BGB as of Q1 2025.

Neuberger Berman Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
Neuberger Berman Group sold 10,062 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2025, an estimated $123K.
Neuberger Berman Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2013 and held it in 5 quarters.
Neuberger Berman Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $1.26M in Q1 2014.
81 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2025.

Based on Neuberger Berman Group's 13F filing for Q1 2025, filed 13 May 2025.