SPIA
BGB

Steward Partners Investment Advisory’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Steward Partners Investment Advisory’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 		$113K Sell
10,100
-124,433
-92% -$1.44M ﹤0.01% 2310
2025
Q4 		$1.58M Sell
134,533
-6,336
-4% -$75K 0.01% 878
2025
Q3 		$1.71M Sell
140,869
-82
-0.1% -$1.02K 0.01% 831
2025
Q2 		$1.71M Buy
140,951
+4,150
+3% +$49K 0.01% 760
2025
Q1 		$1.65M Buy
136,801
+14,008
+11% +$172K 0.01% 723
2024
Q4 		$1.5M Sell
122,793
-6,549
-5% -$81.2K 0.01% 727
2024
Q3 		$1.59M Buy
129,342
+348
+0.3% +$4.22K 0.01% 705
2024
Q2 		$1.53M Sell
128,994
-963
-0.7% -$11.5K 0.02% 666
2024
Q1 		$1.55M Buy
129,957
+7,833
+6% +$91.2K 0.02% 658
2023
Q4 		$1.38M Buy
122,124
+7,736
+7% +$84.9K 0.02% 619
2023
Q3 		$1.26M Buy
114,388
+3,624
+3% +$40.1K 0.02% 603
2023
Q2 		$1.21M Buy
110,764
+4,516
+4% +$48.2K 0.02% 631
2023
Q1 		$1.13M Buy
106,248
+5,731
+6% +$62.5K 0.02% 656
2022
Q4 		$1.06M Sell
100,517
-122,227
-55% -$1.3M 0.02% 645
2022
Q3 		$2.37M Sell
222,744
-697
-0.3% -$8.01K 0.04% 381
2022
Q2 		$2.5M Buy
223,441
+27,692
+14% +$333K 0.05% 371
2022
Q1 		$2.56M Buy
195,749
+16,943
+9% +$224K 0.04% 404
2021
Q4 		$2.41M Buy
178,806
+14,252
+9% +$197K 0.04% 443
2021
Q3 		$2.28M Buy
164,554
+7,652
+5% +$106K 0.04% 420
2021
Q2 		$2.19M Sell
156,902
-20,548
-12% -$278K 0.04% 429
2021
Q1 		$2.37M Buy
177,450
+42,182
+31% +$553K 0.04% 392
2020
Q4 		$1.69M Buy
135,268
+4,557
+3% +$55.9K 0.04% 403
2020
Q3 		$1.6M Buy
130,711
+19,085
+17% +$225K 0.04% 363
2020
Q2 		$1.27M Buy
111,626
+31,965
+40% +$349K 0.04% 392
2020
Q1 		$829K Buy
79,661
+14,611
+22% +$196K 0.03% 429
2019
Q4 		$935K Sell
65,050
-23,019
-26% -$325K 0.03% 471
2019
Q3 		$1.28M Buy
88,069
+60,619
+221% +$892K 0.04% 355
2019
Q2 		$402K Sell
27,450
-6,950
-20% -$101K 0.01% 611
2019
Q1 		$490K Buy
34,400
+9,225
+37% +$132K 0.02% 526
2018
Q4 		$339K Buy
25,175
+9,025
+56% +$133K 0.02% 576
2018
Q3 		$257K Buy
16,150
+13,700
+559% +$219K 0.01% 660
2018
Q2 		$39K Sell
2,450
-100
-4% -$1.59K ﹤0.01% 1196
2018
Q1 		$40K Buy
2,550
+300
+13% +$4.75K ﹤0.01% 1075
2017
Q4 		$35K Sell
2,250
-300
-12% -$4.76K ﹤0.01% 946
2017
Q3 		$40K Buy
2,550
+300
+13% +$4.79K ﹤0.01% 746
2017
Q2 		$35K Hold
2,250
– – ﹤0.01% 708
2017
Q1 		$35K Buy
+2,250
New +$35.6K 0.01% 622

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 $103B AUM 28.65% 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

Steward Partners Investment Advisory's BGB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 92% in Q1 2026, selling an estimated $1.44M and leaving 10,100 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Steward Partners Investment Advisory first reported a position in BGB in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.56M in Q1 2022. 80 funds tracked by Wall St. Rank hold BGB as of Q1 2026.

  • Steward Partners Investment Advisory held 10,100 shares of Blackstone Strategic Credit 2027 Term Fund worth $113K as of Q1 2026.
  • Steward Partners Investment Advisory sold 124,433 Blackstone Strategic Credit 2027 Term Fund shares in Q1 2026, an estimated $1.44M.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2310 holding.
  • Steward Partners Investment Advisory first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Blackstone Strategic Credit 2027 Term Fund position peaked at $2.56M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.