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Equibles

Keystone Financial Group

Position in BGB — Blackstone Strategic Credit 2027 Term Fund

CIK 1729299 LEXINGTON, KY
Back to BGB Full portfolio

Position in BGB

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$136,266
+$12,401 QoQ
Shares Held
12,059
+8.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 86 holders
Holding Since
Jun 2022
15 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

Keystone Financial Group holds $8,137,242 across 22 Asset Management names. BGB ranks #18 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NIE
Virtus Equity & Convertible Income Fund
 47,812 $1,284,230
2 APAM
Artisan Partners Asset Management Inc.
 29,067 $1,003,683
3 DNP
Dnp Select Income Fund Inc
 82,591 $891,156
4 BLK
BlackRock, Inc.
 580 $557,704
5 BX
Blackstone Inc.
 4,130 $485,977
6 TROW
Price T Rowe Group Inc
 3,865 $439,411
7 ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
 28,150 $437,451
8 RCS
Pimco Strategic Income Fund, Inc.
 66,759 $363,836

All Filings in BGB

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $136,266 12,059
2026-03-31 $123,865 11,109
2025-12-31 $135,576 11,509
2025-09-30 $140,064 11,509
2025-06-30 $140,095 11,559
2025-03-31 $155,336 12,859
2024-12-31 $162,071 13,252
2024-09-30 $172,985 14,041
2024-03-31 $170,396 14,319
2023-12-31 $164,615 14,542
2023-09-30 $156,178 14,211
2023-06-30 $150,101 13,733
2022-12-31 $153,134 14,474
2022-09-30 $144,993 13,640
2022-06-30 $114,068 10,212