DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

BGB

BLACKSTONE STRATEGIC CRED 20

84 institutions still hold BLACKSTONE STRATEGIC CRED 20 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09257R101·84 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 9.5%

vs prior quarter

13F value held

$178M

55.0% inst. owned

of float

Holders

84

-53 QoQ

filers reporting

Activity

+45 / −115

+896 added · −895 reduced

this quarter

Concentration

15.38%

Coastal Bridge Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

84 institutions reported BGB in Q1 2026. Coastal Bridge Advisors, LLC leads at 15.4% of the visible book. -53 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Coastal Bridge Advisors, LLC

$27M2.5M1.93%Q1 2026 02

$25M2.2M0.00%Q1 2026 03

BANK OF AMERICA CORP /DE/

$22M2.0M0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

$21M1.9M0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

$13M1.2M0.00%Q1 2026 06

HighTower Advisors, LLC

$10M911K0.01%Q1 2026 07

Advisors Asset Management, Inc.

$9M840K0.16%Q1 2026 08

Cresset Asset Management, LLC

$8M678K0.03%Q1 2026 09

$5M493K0.00%Q1 2026 10

TRANSCEND CAPITAL ADVISORS, LLC

$5M440K0.39%Q1 2026 11

LOOMIS SAYLES & CO L P

$5M430K0.01%Q1 2026 12

LPL Financial LLC

$4M376K0.00%Q1 2026 13

Pathstone Holdings, LLC

$4M330K0.01%Q1 2026 14

Integrated Wealth Concepts LLC

$3M288K0.03%Q1 2026 15

GUGGENHEIM CAPITAL LLC

$3M278K0.02%Q1 2026 16

Vestmark Advisory Solutions, Inc.

$3M263K0.03%Q1 2026 17

ELEVATION POINT WEALTH PARTNERS, LLC

$3M263K0.07%Q1 2026 18

$3M251K0.00%Q1 2026 19

$2M214K1.05%Q1 2026 20

Logan Stone Capital, LLC

$2M202K0.59%Q4 2025

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