Blackstone Strategic Credit 2027 Term Fund (BGB) — Institutional Holders, Q2 2026
86 institutional investment managers reported a BGB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $260.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BGB in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Atlas WealthNew · +939,961 sh+$10.6M
- SIT INVESTMENT ASSOCIATESAdded · +882,292 sh+$10.0M
- MORGAN STANLEYAdded · +312,287 sh+$3.5M
- Integrated Wealth ConceptsAdded · +241,779 sh+$2.7M
- ENVESTNET ASSET MANAGEMENTNew · +142,157 sh+$1.6M
Biggest sellers
- BANK OF AMERICATrimmed · -316,506 sh-$3.6M
- Advisors Asset ManagementTrimmed · -248,345 sh-$2.8M
- Coastal Bridge AdvisorsTrimmed · -192,476 sh-$2.2M
- WELLS FARGO & COMPANYTrimmed · -106,794 sh-$1.2M
- CITY OF LONDON INVESTMENT MANAGEMENT LTDTrimmed · -100,887 sh-$1.1M
BGB 13F holders ranked 1–86 of 86
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES#1 · 3,635,425 sh | 3,635,425 | $41.1M | 0.78% | +32.0% |
| 2 | MORGAN STANLEY#2 · 2,536,491 sh | 2,536,491 | $28.7M | <0.01% | +14.0% |
| 3 | Coastal Bridge Advisors#3 · 2,259,024 sh | 2,259,024 | $25.5M | 1.58% | -7.9% |
| 4 | WELLS FARGO & COMPANY#4 · 1,760,729 sh | 1,760,729 | $19.9M | <0.01% | -5.7% |
| 5 | BANK OF AMERICA#5 · 1,657,405 sh | 1,657,405 | $18.7M | <0.01% | -16.0% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 1,144,384 sh | 1,144,384 | $12.9M | <0.01% | -1.2% |
| 7 | Atlas Wealth#7 · 939,961 sh | 939,961 | $10.6M | 1.51% | New |
| 8 | HighTower Advisors#8 · 934,510 sh | 934,510 | $10.6M | 0.01% | +2.6% |
| 9 | Cresset Asset Management#9 · 722,558 sh | 722,558 | $8.2M | 0.03% | +6.5% |
| 10 | Advisors Asset Management#10 · 591,684 sh | 591,684 | $6.7M | 0.10% | -29.6% |
| 11 | Integrated Wealth Concepts#11 · 529,787 sh | 529,787 | $6.0M | 0.03% | +83.9% |
| 12 | UBS Group AG#12 · 502,174 sh | 502,174 | $5.7M | <0.01% | +1.9% |
| 13 | LOOMIS SAYLES & L P#13 · 497,855 sh | 497,855 | $5.6M | <0.01% | +15.9% |
| 14 | TRANSCEND WEALTH COLLECTIVE#14 · 438,553 sh | 438,553 | $5.0M | 0.33% | -0.4% |
| 15 | LPL Financial#15 · 417,101 sh | 417,101 | $4.7M | <0.01% | +10.9% |
| 16 | Pathstone#16 · 331,531 sh | 331,531 | $3.7M | 0.01% | +0.6% |
| 17 | Logan Stone Capital#17 · 323,899 sh | 323,899 | $3.7M | 0.77% | +0.8% |
| 18 | GUGGENHEIM CAPITAL#18 · 278,123 sh | 278,123 | $3.1M | 0.02% | 0.0% |
| 19 | Robbins Farley#19 · 241,957 sh | 241,957 | $2.7M | — | +13.2% |
| 20 | Vestmark Advisory Solutions#20 · 234,528 sh | 234,528 | $2.7M | 0.02% | -10.8% |
| 21 | Mount Yale Investment Advisors#21 · 234,122 sh | 234,122 | $2.6M | 0.05% | -10.9% |
| 22 | Invesco Ltd.#22 · 189,997 sh | 189,997 | $2.1M | <0.01% | -24.3% |
| 23 | Merit Financial Group#23 · 161,119 sh | 161,119 | $1.8M | 0.01% | -5.4% |
| 24 | THRIVENT FINANCIAL FOR LUTHERANS#24 · 155,716 sh | 155,716 | $1.8M | <0.01% | -4.9% |
| 25 | Capital Investment Advisors#25 · 153,574 sh | 153,574 | $1.7M | — | -2.4% |
| 26 | Almitas Capital#26 · 144,834 sh | 144,834 | $1.6M | 0.39% | 0.0% |
| 27 | ENVESTNET ASSET MANAGEMENT#27 · 142,157 sh | 142,157 | $1.6M | <0.01% | New |
| 28 | Thomas J. Herzfeld Advisors#28 · 112,665 sh | 112,665 | $1.3M | 0.39% | New |
| 29 | JANE STREET GROUP#29 · 105,228 sh | 105,228 | $1.2M | <0.01% | New |
| 30 | QUANTIFY CHAOS ADVISORS#30 · 103,629 sh | 103,629 | $1.2M | 3.30% | +1.3% |
| 31 | ROYAL BANK OF CANADA#31 · 101,807 sh | 101,807 | $1.1M | <0.01% | +0.1% |
| 32 | STIFEL FINANCIAL#32 · 100,602 sh | 100,602 | $1.1M | <0.01% | +4.0% |
| 33 | Tranquility Partners#33 · 85,313 sh | 85,313 | $964.0K | — | -17.2% |
| 34 | Clear Harbor Asset Management#34 · 85,305 sh | 85,305 | $963.9K | 0.06% | -0.9% |
| 35 | CSS#35 · 82,787 sh | 82,787 | $935.5K | 0.04% | +14.7% |
| 36 | CARY STREET PARTNERS FINANCIAL#36 · 70,378 sh | 70,378 | $795.3K | 0.02% | -10.8% |
| 37 | Stolper#37 · 64,513 sh | 64,513 | $729.0K | — | +148.8% |
| 38 | OPPENHEIMER#38 · 60,692 sh | 60,692 | $685.8K | — | +15.6% |
| 39 | ICON ADVISERS#39 · 60,067 sh | 60,067 | $678.8K | 0.13% | New |
| 40 | OSAIC#40 · 55,332 sh | 55,332 | $625.3K | <0.01% | +59.4% |
| 41 | NewEdge Advisors#41 · 55,084 sh | 55,084 | $622.5K | <0.01% | New |
| 42 | Closed-End Fund Advisors#42 · 52,645 sh | 52,645 | $594.9K | 0.58% | -0.7% |
| 43 | Oder Investment Management#43 · 48,984 sh | 48,984 | $553.5K | 0.37% | +1.4% |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES#44 · 43,585 sh | 43,585 | $492.9K | — | -4.8% |
| 45 | WILEY BROS.-AINTREE CAPITAL#45 · 40,924 sh | 40,924 | $462.4K | <0.01% | +0.8% |
| 46 | Calamos Advisors#46 · 37,439 sh | 37,439 | $423.1K | <0.01% | +7.1% |
| 47 | HRT FINANCIAL#47 · 36,497 sh | 36,497 | $412.0K | <0.01% | New |
| 48 | Kingsview Wealth Management#48 · 34,367 sh | 34,367 | $388.3K | <0.01% | +0.1% |
| 49 | Moors & Cabot#49 · 28,600 sh | 28,600 | $323.2K | 0.01% | +5.1% |
| 50 | DAVENPORT#50 · 27,827 sh | 27,827 | $314.4K | — | 0.0% |
| 51 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#51 · 27,575 sh | 27,575 | $311.6K | 0.08% | 0.0% |
| 52 | Virtus Investment Advisers#52 · 27,390 sh | 27,390 | $309.5K | 0.07% | -22.1% |
| 53 | BTG Pactual Asset Management US#53 · 26,375 sh | 26,375 | $298.0K | 0.02% | -9.7% |
| 54 | Snowden Capital Advisors#54 · 20,138 sh | 20,138 | $227.6K | <0.01% | 0.0% |
| 55 | Advisory Services Network#55 · 19,597 sh | 19,597 | $221.4K | <0.01% | -0.1% |
| 56 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#56 · 17,779 sh | 17,779 | $200.9K | 0.01% | -85.0% |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#57 · 17,362 sh | 17,362 | $196.2K | 0.00% | +33.6% |
| 58 | Ethos Financial Group#58 · 17,222 sh | 17,222 | $194.6K | 0.01% | +9.6% |
| 59 | Essex Financial Services#59 · 16,649 sh | 16,649 | $188.1K | <0.01% | 0.0% |
| 60 | XTX Topco Ltd#60 · 15,520 sh | 15,520 | $175.4K | <0.01% | New |
| 61 | CHOREO#61 · 15,099 sh | 15,099 | $170.6K | <0.01% | New |
| 62 | SIERRA SUMMIT ADVISORS#62 · 14,109 sh | 14,109 | $159.4K | 0.02% | New |
| 63 | Rockefeller Capital Management L.P.#63 · 14,073 sh | 14,073 | $159.0K | <0.01% | +56.4% |
| 64 | Sanctuary Advisors#64 · 13,226 sh | 13,226 | $149.5K | <0.01% | -6.8% |
| 65 | Keystone Financial Group#65 · 12,059 sh | 12,059 | $136.3K | <0.01% | +8.6% |
| 66 | NATIONS FINANCIAL GROUP , /IA#66 · 11,686 sh | 11,686 | $132.1K | <0.01% | 0.0% |
| 67 | Beacon Pointe Advisors#67 · 11,555 sh | 11,555 | $130.6K | <0.01% | New |
| 68 | M&T BANK#68 · 11,306 sh | 11,306 | $127.8K | <0.01% | 0.0% |
| 69 | FIFTH THIRD BANCORP#69 · 11,257 sh | 11,257 | $127.2K | <0.01% | +6.0% |
| 70 | MELFA WEALTH MANAGEMENT#70 · 11,167 sh | 11,167 | $126.2K | 0.07% | 0.0% |
| 71 | Virtu Financial#71 · 11,093 sh | 11,093 | $125.0K | <0.01% | New |
| 72 | 1776 Wealth#72 · 10,912 sh | 10,912 | $123.3K | 0.04% | 0.0% |
| 73 | JT Stratford#73 · 10,175 sh | 10,175 | $115.0K | 0.01% | -18.0% |
| 74 | EVOLVE PRIVATE WEALTH#74 · 10,145 sh | 10,145 | $114.6K | <0.01% | New |
| 75 | Graves-Light Private Wealth Management#75 · 10,000 sh | 10,000 | $113.0K | — | 0.0% |
| 76 | Steward Partners Investment Advisory#76 · 9,600 sh | 9,600 | $108.5K | <0.01% | -5.0% |
| 77 | Horrell Capital Management#77 · 5,000 sh | 5,000 | $56.5K | — | 0.0% |
| 78 | CARY STREET PARTNERS INVESTMENT ADVISORY#78 · 4,170 sh | 4,170 | $47.1K | <0.01% | -63.4% |
| 79 | Spire Wealth Management#79 · 2,500 sh | 2,500 | $28.3K | <0.01% | 0.0% |
| 80 | NATIONAL BANK OF CANADA#80 · 2,300 sh | 2,300 | $26.0K | 0.00% | 0.0% |
| 81 | Ronald Blue#81 · 1,950 sh | 1,950 | $22.0K | — | 0.0% |
| 82 | PRIVATE NA#82 · 1,800 sh | 1,800 | $20.3K | — | 0.0% |
| 83 | ROTHSCHILD INVESTMENT#83 · 780 sh | 780 | $8.8K | <0.01% | 0.0% |
| 84 | Noble Wealth Management PBC#84 · 600 sh | 600 | $6.8K | — | 0.0% |
| 85 | Institute for Wealth Management#85 · 350 sh | 350 | $4.0K | <0.01% | New |
| 86 | BLUE BELL PRIVATE WEALTH MANAGEMENT#86 · 205 sh | 205 | $2.3K | <0.01% | 0.0% |
Funds that sold out of BGB in Q2 2026 (7)
Held BGB at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Lido Advisors56,848 sh | 56,848 | $633.9K |
| SeaCrest Wealth Management13,918 sh | 13,918 | $155.2K |
| CITADEL ADVISORS13,263 sh | 13,263 | $147.9K |
| Kathmere Capital Management12,842 sh | 12,842 | $143.2K |
| Cambridge Investment Research Advisors11,855 sh | 11,855 | $132.0K |
| HUNTINGTON NATIONAL BANK66 sh | 66 | $736.00 |
| Tower Research Capital (TRC)17 sh | 17 | $190.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.