Keystone Financial Group
Position in BGB — Blackstone Strategic Credit 2027 Term Fund
CIK 1729299
LEXINGTON, KY
Position in BGB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$123,865
-$11,711 QoQ
Shares Held
11,109
-3.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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, 2026Keystone Financial Group holds $7,647,789 across 21 Asset Management names. BGB ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIE |
Virtus Equity & Convertible Income Fund
|
46,742 | $1,091,893 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
|
27,517 | $1,001,343 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
82,394 | $848,658 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
18,987 | $710,873 | |
| 5 | BX |
Blackstone Inc.
|
4,141 | $476,173 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
28,150 | $405,923 | |
| 7 | RCS |
Pimco Strategic Income Fund, Inc.
|
62,463 | $334,801 | |
| 8 | BLK |
BlackRock, Inc.
|
344 | $330,828 |
All Filings in BGB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,865 | 11,109 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $135,576 | 11,509 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $140,064 | 11,509 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $140,095 | 11,559 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $155,336 | 12,859 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $162,071 | 13,252 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $172,985 | 14,041 | Shares | Sole | 2025-02-19 | |
| 2024-03-31 | $170,396 | 14,319 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $164,615 | 14,542 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $156,178 | 14,211 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $150,101 | 13,733 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $153,134 | 14,474 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $144,993 | 13,640 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $114,068 | 10,212 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||