P
BGB

&Partners’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

&Partners’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 		$462K Buy
40,924
+307
+0.8% +$3.47K ﹤0.01% 1870
2026
Q1 		$453K Sell
40,617
-37,935
-48% -$438K ﹤0.01% 1750
2025
Q4 		$925K Buy
78,552
+16,174
+26% +$191K ﹤0.01% 1261
2025
Q3 		$759K Buy
62,378
+16,322
+35% +$202K ﹤0.01% 1216
2025
Q2 		$558K Buy
+46,056
New +$544K ﹤0.01% 1300

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

&Partners's BGB Position: Q2 2026 in Review

&Partners increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 0.76% in Q2 2026, buying an estimated $3.47K and bringing the position to 40,924 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

&Partners first reported a position in BGB in Q2 2025 and has held it in 5 quarters since. The position peaked at $925K in Q4 2025. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • &Partners held 40,924 shares of Blackstone Strategic Credit 2027 Term Fund worth $462K as of Q2 2026.
  • &Partners bought 307 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $3.47K.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1870 holding.
  • &Partners first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2025 and has held it in 5 quarters since.
  • &Partners's Blackstone Strategic Credit 2027 Term Fund position peaked at $925K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.