SSA
BGB

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

Sierra Summit 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 		$159K Buy
+14,109
New +$159K 0.02% 185

Other funds holding BGB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sierra Summit Advisors's BGB Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026: 14,109 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings.

13 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Sierra Summit Advisors held 14,109 shares of Blackstone Strategic Credit 2027 Term Fund worth $159K as of Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund was a new Sierra Summit Advisors position in Q2 2026.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.02% of Sierra Summit Advisors's portfolio in Q2 2026, its #185 holding.
  • 13 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.