Blackstone Strategic CreditBGB

13F holders, Q2 2026 (June 30)
86holders +6
13new positions
6sold out
$11.30avg. 13F price*

At the end of Q2 2026, 86 institutions reported holding Blackstone Strategic Credit (BGB) in their 13F filings, up 6 from Q1 2026. 13 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($41.1M), Morgan Stanley ($28.7M) and Coastal Bridge Advisors, LLC ($25.5M).

Company
Blackstone Strategic Credit
CUSIP
09257R101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 92Q1 2024Q2 2024: 93Q2 2024Q3 2024: 91Q3 2024Q4 2024: 90Q4 2024Q1 2025: 81Q1 2025Q2 2025: 79Q2 2025Q3 2025: 84Q3 2025Q4 2025: 89Q4 2025Q1 2026: 80Q1 2026Q2 2026: 86Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$16.7M
Exits6$1.2M

All 13F filers, Q1 2026 → Q2 2026: 2,988,890 shares bought and 1,300,113 shares sold, net +1,688,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Sit Investment Associates Inc. 0.78% Add +32.0% 3,635,425 $41.1M
Morgan Stanley 0.00% Add +14.0% 2,536,491 $28.7M
Coastal Bridge Advisors, LLC 1.58% Reduce -7.8% 2,259,024 $25.5M
Wells Fargo & Company 0.00% Reduce -5.7% 1,760,729 $19.9M
Bank of America Corp. 0.00% Reduce -16.0% 1,657,405 $18.7M
Raymond James Financial Inc. 0.00% Reduce -1.2% 1,144,384 $12.9M
Atlas Wealth LLC 1.72% New 939,961 $10.6M
HighTower Advisors, LLC 0.01% Add +2.6% 934,510 $10.6M
Cresset Asset Management, LLC 0.03% Add +6.5% 722,558 $8.2M
Advisors Asset Management, Inc. 0.10% Reduce -29.6% 591,684 $6.7M
UBS Group AG 0.00% Add +1.9% 502,174 $5.7M
Loomis Sayles & Co. L P 0.01% Add +15.9% 497,855 $5.6M
Transcend Capital Advisors, LLC 0.34% Reduce -0.4% 438,553 $5.0M
LPL Financial LLC 0.00% Add +10.9% 417,101 $4.7M
Pathstone Holdings, LLC 0.01% Add +0.6% 331,531 $3.7M
Logan Stone Capital, LLC 0.77% Add +0.8% 323,899 $3.7M
Guggenheim Capital LLC 0.02% No change 278,123 $3.1M
Integrated Wealth Concepts LLC 0.02% Reduce -6.3% 269,895 $3.0M
Robbins Farley 1.05% Add +13.2% 241,957 $2.7M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -10.8% 234,528 $2.7M
Elevation Point Wealth Partners, LLC 0.05% Reduce -10.8% 234,122 $2.6M
Invesco Ltd. 0.00% Reduce -24.3% 189,997 $2.1M
Merit Financial Group, LLC 0.01% Reduce -5.4% 161,119 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -4.9% 155,716 $1.8M
Capital Investment Advisors, LLC 0.02% Reduce -2.4% 153,574 $1.7M
Almitas Capital LLC 0.39% No change 144,834 $1.6M
Envestnet Asset Management Inc. 0.00% New 142,157 $1.6M
Thomas J. Herzfeld Advisors, Inc. 0.39% New 112,665 $1.3M
Jane Street Group, LLC 0.00% New 105,228 $1.2M
Quantify Chaos Advisors, LLC 3.30% Add +1.3% 103,629 $1.2M
Royal Bank of Canada 0.00% Add +0.1% 101,807 $1.1M
Stifel Financial Corp. 0.00% Add +4.0% 100,602 $1.1M
Tranquility Partners, LLC 0.33% Reduce -17.2% 85,313 $964K
Clear Harbor Asset Management, LLC 0.06% Reduce -0.9% 85,305 $964K
CSS LLC 0.13% Add +14.7% 82,787 $935K
Cary Street Partners Financial LLC 0.02% Reduce -10.8% 70,378 $795K
Stolper Co 0.19% Add +148.8% 64,513 $729K
Oppenheimer & Co. Inc. 0.01% Add +15.6% 60,692 $686K
Icon Advisers Inc. 0.13% New 60,067 $679K
Osaic Holdings, Inc. 0.00% Add +59.4% 55,332 $625K
NewEdge Advisors, LLC 0.00% Reduce -3.3% 55,084 $622K
Closed-End Fund Advisors, Inc. 0.58% Reduce -0.8% 52,645 $595K
Oder Investment Management, LLC 0.37% Add +1.4% 48,984 $554K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.8% 43,585 $493K
&partners 0.00% Add +0.8% 40,924 $462K
Calamos Advisors LLC 0.00% Add +7.1% 37,439 $423K
HRT Financial LP 0.00% New 36,497 $412K
Kingsview Wealth Management, LLC 0.00% Add +0.1% 34,367 $388K
Moors & Cabot, Inc. 0.01% Add +5.0% 28,600 $323K
DAVENPORT & Co LLC 0.00% No change 27,827 $314K
Walled Lake Planning & Wealth Management, LLC 0.08% No change 27,575 $312K
Virtus Investment Advisers, LLC 0.07% Reduce -22.1% 27,390 $310K
BTG Pactual Asset Management US LLC 0.02% Reduce -9.8% 26,375 $298K
Snowden Capital Advisors LLC 0.01% No change 20,138 $228K
Advisory Services Network, LLC 0.00% Reduce -0.1% 19,597 $221K
City of London Investment Management Co. Ltd. 0.01% Reduce -85.0% 17,779 $201K
Susquehanna International Group, LLP 0.00% Add +33.6% 17,362 $196K
Ethos Financial Group, LLC 0.01% Add +9.6% 17,222 $195K
Essex Financial Services, Inc. 0.01% Add +0.0% 16,649 $188K
XTX Topco Ltd 0.00% New 15,520 $175K
Choreo, LLC 0.00% New 15,099 $171K
Sierra Summit Advisors LLC 0.02% New 14,109 $159K
Rockefeller Capital Management L.P. 0.00% Add +56.4% 14,073 $159K
Sanctuary Advisors, LLC 0.00% Reduce -6.8% 13,226 $149K
Keystone Financial Group 0.01% Add +8.6% 12,059 $136K
Nations Financial Group Inc, /Ia/ 0.01% No change 11,686 $132K
Beacon Pointe Advisors, LLC 0.00% New 11,555 $131K
M&T Bank Corp 0.00% No change 11,306 $128K
Fifth Third Bancorp 0.00% Add +6.0% 11,257 $127K
Melfa Wealth Management, Inc. 0.07% No change 11,167 $126K
Virtu Financial LLC 0.00% New 11,093 $125K
1776 Wealth LLC 0.04% No change 10,912 $123K
JT Stratford LLC 0.01% Reduce -18.0% 10,175 $115K
Evolve Private Wealth, LLC 0.01% New 10,145 $115K
Graves Light Lenhart Wealth, Inc. 0.01% No change 10,000 $113K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.0% 9,600 $108K
Horrell Capital Management, Inc. 0.03% No change 5,000 $57K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -63.4% 4,170 $47K
Spire Wealth Management 0.00% No change 2,500 $28K
National Bank of Canada 0.00% No change 2,300 $26K
Blue Trust, Inc. 0.00% No change 1,950 $22K
Private Trust Co. NA 0.00% No change 1,800 $20K
Rothschild Investment LLC 0.00% No change 780 $9K
Noble Wealth Management PBC 0.00% No change 600 $7K
Institute for Wealth Management, LLC. 0.00% New 350 $4K
Blue Bell Private Wealth Management, LLC 0.00% No change 205 $2K

"% of holder's portfolio" is BGB's weight in each manager's 13F, not the share of Blackstone Strategic Credit the manager owns.