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BGB

NewEdge Advisors’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

NewEdge Advisors’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 		$622K Sell
55,084
-1,900
-3% -$21.5K ﹤0.01% 1997
2026
Q1 		$635K Sell
56,984
-7,405
-12% -$85.4K ﹤0.01% 1803
2025
Q4 		$759K Buy
64,389
+1,400
+2% +$16.6K ﹤0.01% 1661
2025
Q3 		$767K Sell
62,989
-400
-0.6% -$4.96K ﹤0.01% 1567
2025
Q2 		$768K Buy
63,389
+200
+0.3% +$2.36K ﹤0.01% 1435
2025
Q1 		$763K Buy
63,189
+7,005
+12% +$86.1K ﹤0.01% 1340
2024
Q4 		$687K Sell
56,184
-200
-0.4% -$2.48K ﹤0.01% 1360
2024
Q3 		$695K Sell
56,384
-700
-1% -$8.48K ﹤0.01% 1279
2024
Q2 		$679K Sell
57,084
-21,300
-27% -$253K ﹤0.01% 1244
2024
Q1 		$933K Sell
78,384
-4,300
-5% -$50.1K 0.01% 1036
2023
Q4 		$944K Buy
82,684
+27,100
+49% +$297K 0.01% 956
2023
Q3 		$611K Sell
55,584
-12,700
-19% -$141K 0.01% 1081
2023
Q2 		$746K Buy
68,284
+3,308
+5% +$35.3K 0.01% 1004
2023
Q1 		$695K Sell
64,976
-2,289
-3% -$25K 0.01% 969
2022
Q4 		$707K Sell
67,265
-3,290
-5% -$35.1K 0.02% 636
2022
Q3 		$750K Buy
70,555
+300
+0.4% +$3.44K 0.01% 771
2022
Q2 		$785K Buy
70,255
+800
+1% +$9.62K 0.01% 791
2022
Q1 		$906K Sell
69,455
-4,500
-6% -$59.4K 0.01% 671
2021
Q4 		$998K Buy
+73,955
New +$1.02M 0.02% 734

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

NewEdge Advisors's BGB Position: Q2 2026 in Review

NewEdge Advisors reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 3.3% in Q2 2026, selling an estimated $21.5K and leaving 55,084 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

NewEdge Advisors first reported a position in BGB in Q4 2021 and has held it in 19 quarters since. The position peaked at $998K in Q4 2021. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • NewEdge Advisors held 55,084 shares of Blackstone Strategic Credit 2027 Term Fund worth $622K as of Q2 2026.
  • NewEdge Advisors sold 1,900 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $21.5K.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1997 holding.
  • NewEdge Advisors first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Blackstone Strategic Credit 2027 Term Fund position peaked at $998K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.