SIERRA SUMMIT ADVISORS LLC

Position in BGB — Blackstone Strategic Credit 2027 Term Fund

CIK 2012614 INCLINE VILLAGE, NV

Position in BGB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$159,431

New position

Shares Held

14,109

first reported quarter

Ownership

0.032%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#11

of 21 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIERRA SUMMIT ADVISORS LLC holds $2,752,277 across 3 Asset Management names. BGB ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	10,031	$1,743,789
2	BLK	BlackRock, Inc.	883	$849,057
3	BGB	Blackstone Strategic Credit 2027 Term Fund This page	14,109	$159,431

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,431	14,109	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.