Perigon Wealth Management
BGB icon

Perigon Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-16,349
Closed -$193K – 1306
2025
Q4 		$193K Sell
16,349
-2,575
-14% -$30.5K ﹤0.01% 1251
2025
Q3 		$230K Sell
18,924
-4,295
-18% -$53.2K ﹤0.01% 1080
2025
Q2 		$281K Sell
23,219
-319
-1% -$3.77K 0.01% 857
2025
Q1 		$284K Sell
23,538
-1,949
-8% -$23.9K 0.01% 832
2024
Q4 		$313K Hold
25,487
– – 0.01% 801
2024
Q3 		$314K Buy
25,487
+835
+3% +$10.1K 0.01% 772
2024
Q2 		$293K Buy
24,652
+11,940
+94% +$142K 0.01% 698
2024
Q1 		$151K Buy
+12,712
New +$148K ﹤0.01% 821

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's BGB Position: Q1 2026 in Review

Perigon Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q1 2026, closing a stake of 16,349 shares — an estimated $193K sold.

Perigon Wealth Management first reported a position in BGB in Q1 2024 and held it in 8 quarters. The position peaked at $314K in Q3 2024. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

  • Perigon Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 16,349 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $193K.
  • Perigon Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2024 and held it in 8 quarters.
  • Perigon Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $314K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.