Kingsview Wealth Management, LLC
Position in BGB — Blackstone Strategic Credit 2027 Term Fund
CIK 1791965
GRANTS PASS, OR
Position in BGB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$382,891
+$41,118 QoQ
Shares Held
34,340
+18.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Kingsview Wealth Management, LLC holds $107,835,425 across 61 Asset Management names. BGB ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
942,093 | $22,977,648 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
536,503 | $19,013,666 | |
| 3 | BLK |
BlackRock, Inc.
|
8,985 | $8,640,964 | |
| 4 | AMP |
Ameriprise Financial Inc
|
16,917 | $7,517,914 | |
| 5 | APO |
Apollo Global Management, Inc.
|
64,922 | $7,233,609 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
103,329 | $5,308,009 | |
| 7 | ARES |
Ares Management Corp
|
26,304 | $2,869,765 | |
| 8 | NSLR |
Neostellar Capital Corp.
|
265,258 | $2,840,913 |
All Filings in BGB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,891 | 34,340 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $341,773 | 29,013 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $306,245 | 25,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $292,855 | 24,163 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $267,221 | 22,121 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $221,204 | 18,087 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $138,501 | 11,242 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $126,806 | 10,665 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||