SA
BGB

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

Sanctuary 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
Q1 		$158K Buy
14,196
+268
+2% +$3.09K ﹤0.01% 2407
2025
Q4 		$164K Hold
13,928
– – ﹤0.01% 2305
2025
Q3 		$170K Sell
13,928
-226
-2% -$2.8K ﹤0.01% 2298
2025
Q2 		$172K Buy
14,154
+624
+5% +$7.37K ﹤0.01% 2201
2025
Q1 		$163K Sell
13,530
-3,507
-21% -$43.1K ﹤0.01% 2071
2024
Q4 		$211K Hold
17,037
– – ﹤0.01% 2217
2024
Q3 		$212K Buy
17,037
+561
+3% +$6.8K ﹤0.01% 2197
2024
Q2 		$194K Buy
+16,476
New +$196K ﹤0.01% 2189

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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