Stolper & Co
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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
Q3 		$719K Sell
63,943
-570
-0.9% -$6.41K 0.19% 73
2026
Q2 		$729K Buy
64,513
+38,582
+149% +$436K 0.19% 75
2026
Q1 		$2.66M 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

AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Robbins Farley
Robbins Farley Bedford, New Hampshire $262M AUM 19.14% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Stolper & Co's BGB Position: Q3 2026 in Review

Stolper & Co reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 0.88% in Q3 2026, selling an estimated $6.41K and leaving 63,943 shares worth $719K. The position accounts for 0.19% of the portfolio, ranked #73.

Stolper & Co first reported a position in BGB in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.66M in Q1 2026. 45 funds tracked by Wall St. Rank hold BGB as of Q3 2026.

  • Stolper & Co held 63,943 shares of Blackstone Strategic Credit 2027 Term Fund worth $719K as of Q3 2026.
  • Stolper & Co sold 570 Blackstone Strategic Credit 2027 Term Fund shares in Q3 2026, an estimated $6.41K.
  • Blackstone Strategic Credit 2027 Term Fund made up 0.19% of Stolper & Co's portfolio in Q3 2026, its #73 holding.
  • Stolper & Co first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q1 2022 and has held it in 19 quarters since.
  • Stolper & Co's Blackstone Strategic Credit 2027 Term Fund position peaked at $2.66M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.