NFSG
BGB

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

Newbridge Financial Services 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
Q4 		– Sell
-400
Closed -$4.87K – 1216
2025
Q3 		$4.87K Hold
400
– – ﹤0.01% 1023
2025
Q2 		$4.85K Buy
+400
New +$4.72K ﹤0.01% 1031

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SIA
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Wells Fargo
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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $666B AUM 30.12% 1-Year Est. Return

Newbridge Financial Services Group's BGB Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2025, closing a stake of 400 shares — an estimated $4.87K sold.

Newbridge Financial Services Group first reported a position in BGB in Q2 2025 and held it in 2 quarters. The position peaked at $4.87K in Q3 2025. 89 funds tracked by Wall St. Rank hold BGB as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 400 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2025, an estimated $4.87K.
  • Newbridge Financial Services Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $4.87K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.