SFS
BGX

Shaker Financial Services’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Shaker Financial Services’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-48,854
Closed -$574K – 151
2025
Q4 		$574K Sell
48,854
-44,919
-48% -$529K 0.18% 123
2025
Q3 		$1.13M Buy
93,773
+14,579
+18% +$181K 0.39% 79
2025
Q2 		$983K Buy
79,194
+2,020
+3% +$24.4K 0.36% 84
2025
Q1 		$953K Buy
77,174
+8,190
+12% +$104K 0.37% 88
2024
Q4 		$861K Buy
68,984
+53,900
+357% +$690K 0.33% 94
2024
Q3 		$193K Buy
+15,084
New +$193K 0.07% 150
2024
Q2 		– Sell
-41,321
Closed -$509K – 161
2024
Q1 		$509K Sell
41,321
-27,432
-40% -$328K 0.2% 110
2023
Q4 		$794K Buy
68,753
+5,164
+8% +$58.9K 0.33% 87
2023
Q3 		$741K Sell
63,589
-89,475
-58% -$1.03M 0.35% 87
2023
Q2 		$1.74M Sell
153,064
-45,397
-23% -$497K 0.76% 52
2023
Q1 		$2.17M Sell
198,461
-27,755
-12% -$313K 0.95% 36
2022
Q4 		$2.45M Buy
226,216
+49,240
+28% +$540K 1.15% 29
2022
Q3 		$1.93M Buy
176,976
+1,422
+0.8% +$16.8K 0.95% 33
2022
Q2 		$2.02M Sell
175,554
-12,132
-6% -$152K 0.98% 34
2022
Q1 		$2.52M Buy
187,686
+88,187
+89% +$1.24M 0.95% 32
2021
Q4 		$1.46M Buy
+99,499
New +$1.5M 0.52% 67
2021
Q3 		– Sell
-59,901
Closed -$906K – 144
2021
Q2 		$906K Sell
59,901
-28,212
-32% -$408K 0.34% 95
2021
Q1 		$1.25M Buy
88,113
+38,603
+78% +$537K 0.5% 75
2020
Q4 		$664K Buy
+49,510
New +$650K 0.28% 104
2020
Q3 		– Sell
-144,185
Closed -$1.74M – 159
2020
Q2 		$1.74M Buy
144,185
+100,471
+230% +$1.15M 0.96% 36
2020
Q1 		$461K Buy
+43,714
New +$634K 0.31% 95
2019
Q1 		– Sell
-166,650
Closed -$2.29M – 119
2018
Q4 		$2.29M Buy
166,650
+92,318
+124% +$1.41M 1.29% 29
2018
Q3 		$1.19M Buy
+74,332
New +$1.23M 0.57% 54
2018
Q2 		– Sell
-49,073
Closed -$794K – 110
2018
Q1 		$794K Sell
49,073
-77,668
-61% -$1.25M 0.38% 74
2017
Q4 		$2.02M Sell
126,741
-23,226
-15% -$373K 0.95% 39
2017
Q3 		$2.41M Sell
149,967
-48,622
-24% -$780K 1.28% 27
2017
Q2 		$3.21M Buy
198,589
+30,316
+18% +$495K 1.8% 20
2017
Q1 		$2.71M Buy
168,273
+27,860
+20% +$450K 1.54% 22
2016
Q4 		$2.23M Buy
140,413
+88,728
+172% +$1.37M 1.32% 28
2016
Q3 		$803K Buy
51,685
+3,781
+8% +$56.9K 0.53% 61
2016
Q2 		$692K Sell
47,904
-35,163
-42% -$498K 0.48% 64
2016
Q1 		$1.13M Sell
83,067
-88,578
-52% -$1.14M 0.82% 40
2015
Q4 		$2.31M Buy
171,645
+8,852
+5% +$122K 1.61% 25
2015
Q3 		$2.32M Buy
162,793
+37,341
+30% +$560K 1.74% 22
2015
Q2 		$1.94M Buy
125,452
+19,204
+18% +$309K 1.21% 34
2015
Q1 		$1.72M Buy
106,248
+3,752
+4% +$59.3K 1.07% 37
2014
Q4 		$1.59M Sell
102,496
-48,187
-32% -$779K 1.02% 34
2014
Q3 		$2.52M Buy
150,683
+1,351
+0.9% +$23.2K 1.63% 17
2014
Q2 		$2.65M Sell
149,332
-4,380
-3% -$77.8K 1.61% 13
2014
Q1 		$2.71M Buy
153,712
+36,373
+31% +$653K 1.78% 12
2013
Q4 		$2.1M Buy
117,339
+14,205
+14% +$253K 1.46% 18
2013
Q3 		$1.91M Buy
+103,134
New +$1.89M 1.42% 11

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Shaker Financial Services's BGX Position: Q1 2026 in Review

Shaker Financial Services sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2026, closing a stake of 48,854 shares — an estimated $574K sold.

Shaker Financial Services first reported a position in BGX in Q3 2013 and held it in 42 quarters. The position peaked at $3.21M in Q2 2017. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Shaker Financial Services reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2026 after selling out during the quarter.
  • Shaker Financial Services sold 48,854 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $574K.
  • Shaker Financial Services first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2013 and held it in 42 quarters.
  • Shaker Financial Services's Blackstone Long-Short Credit Income Fund position peaked at $3.21M in Q2 2017.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Shaker Financial Services's 13F filing for Q1 2026, filed 12 May 2026.