Essex Financial Services, Inc.
Position in BGB — Blackstone Strategic Credit 2027 Term Fund
CIK 1315785
ESSEX, CT
Position in BGB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$185,602
-$10,464 QoQ
Shares Held
16,646
+0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Essex Financial Services, Inc. holds $32,013,137 across 30 Asset Management names. BGB ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
405,027 | $14,354,156 | |
| 2 | BX |
Blackstone Inc.
|
26,410 | $3,036,885 | |
| 3 | FUND |
Sprott Focus Trust Inc.
|
218,586 | $2,085,310 | |
| 4 | ARCC |
Ares Capital Corp
|
96,963 | $1,747,273 | |
| 5 | KKR |
KKR & Co. Inc.
|
14,921 | $1,380,192 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
69,530 | $992,888 | |
| 7 | BLK |
BlackRock, Inc.
|
864 | $830,917 | |
| 8 | SII |
Sprott Inc.
|
5,807 | $829,820 |
All Filings in BGB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,602 | 16,646 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $196,066 | 16,644 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $202,533 | 16,642 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $201,676 | 16,640 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $200,974 | 16,637 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $202,186 | 16,532 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $203,674 | 16,532 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $196,565 | 16,532 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $196,730 | 16,532 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $187,142 | 16,532 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $181,686 | 16,532 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||