SC
BGB

Stolper & Co’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Stolper & Co’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 		$729K Buy
64,513
+38,582
+149% +$436K 0.19% 75
2026
Q1 		$2.67M Sell
25,931
-34,486
-57% -$398K 0.76% 41
2025
Q4 		$712K Buy
60,417
+1,284
+2% +$15.2K 0.21% 74
2025
Q3 		$720K Sell
59,133
-184
-0.3% -$2.28K 0.22% 72
2025
Q2 		$719K Buy
59,317
+2,543
+4% +$30K 0.24% 69
2025
Q1 		$686K Buy
56,774
+649
+1% +$7.97K 0.23% 67
2024
Q4 		$686K Sell
56,125
-568
-1% -$7.04K 0.23% 67
2024
Q3 		$698K Buy
56,693
+488
+0.9% +$5.91K 0.23% 68
2024
Q2 		$668K Buy
56,205
+745
+1% +$8.86K 0.24% 68
2024
Q1 		$660K Buy
55,460
+790
+1% +$9.2K 0.24% 68
2023
Q4 		$619K Buy
54,670
+1,178
+2% +$12.9K 0.25% 67
2023
Q3 		$588K Sell
53,492
-894
-2% -$9.9K 0.25% 65
2023
Q2 		$594K Sell
54,386
-882
-2% -$9.41K 0.25% 70
2023
Q1 		$589K Sell
55,268
-1,273
-2% -$13.9K 0.25% 71
2022
Q4 		$598K Sell
56,541
-2,122
-4% -$22.6K 0.26% 68
2022
Q3 		$624K Buy
58,663
+1,972
+3% +$22.6K 0.31% 65
2022
Q2 		$633K Buy
56,691
+77
+0.1% +$926 0.3% 65
2022
Q1 		$739K Buy
+56,614
New +$747K 0.31% 65

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
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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Stolper & Co's BGB Position: Q2 2026 in Review

Stolper & Co increased its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 149% in Q2 2026, buying an estimated $436K and bringing the position to 64,513 shares worth $729K. The position accounts for 0.19% of the portfolio, ranked #75.

Stolper & Co first reported a position in BGB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.67M in Q1 2026. 11 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Stolper & Co held 64,513 shares of Blackstone Strategic Credit 2027 Term Fund worth $729K as of Q2 2026.
  • Stolper & Co bought 38,582 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $436K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.19% of Stolper & Co's portfolio in Q2 2026, its #75 holding.
  • Stolper & Co first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2022 and has held it in 18 quarters since.
  • Stolper & Co's Blackstone Strategic Credit 2027 Term Fund position peaked at $2.67M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.