TPBG
BGB

Turning Point Benefit Group’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Turning Point Benefit Group’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
2025
Q4 		– Sell
-396
Closed -$4.81K – 860
2025
Q3 		$4.81K Buy
+396
New +$4.91K ﹤0.01% 241

Other funds holding BGB

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Turning Point Benefit Group's BGB Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2025, closing a stake of 396 shares — an estimated $4.81K sold.

Turning Point Benefit Group first reported a position in BGB in Q3 2025 and held it in 1 quarter. The position peaked at $4.81K in Q3 2025. 89 funds tracked by Wall St. Rank hold BGB as of Q4 2025.

  • Turning Point Benefit Group reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Turning Point Benefit Group sold 396 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2025, an estimated $4.81K.
  • Turning Point Benefit Group first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q3 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Blackstone Strategic Credit 2027 Term Fund position peaked at $4.81K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.