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Equibles

Essex Financial Services, Inc.

Position in BGB — Blackstone Strategic Credit 2027 Term Fund

CIK 1315785 ESSEX, CT
Back to BGB Full portfolio

Position in BGB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$188,133
+$2,531 QoQ
Shares Held
16,649
+0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 86 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026

Essex Financial Services, Inc. holds $29,730,366 across 28 Asset Management names. BGB ranks #23 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 407,507 $12,294,486
2 BX
Blackstone Inc.
 27,418 $3,226,276
3 FUND
Sprott Focus Trust Inc.
 218,889 $2,075,067
4 ARCC
Ares Capital Corp
 95,662 $1,772,616
5 KKR
KKR & Co. Inc.
 14,785 $1,356,967
6 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 70,114 $969,676
7 HTGC
Hercules Capital, Inc.
 56,448 $890,184
8 BLK
BlackRock, Inc.
 840 $807,710

All Filings in BGB

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $188,133 16,649
2026-03-31 $185,602 16,646
2025-12-31 $196,066 16,644
2025-09-30 $202,533 16,642
2025-06-30 $201,676 16,640
2025-03-31 $200,974 16,637
2024-12-31 $202,186 16,532
2024-09-30 $203,674 16,532
2024-06-30 $196,565 16,532
2024-03-31 $196,730 16,532
2023-12-31 $187,142 16,532
2023-09-30 $181,686 16,532