Stolper Co BGB BLACKSTONE STRATEGIC CREDIT FD

Ownership history in Stolper Co  ·  16 quarters on record

AI Ownership Summary

Stolper Co reported BLACKSTONE STRATEGIC CREDIT FD (BGB) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.76% in 2026 Q1. The latest visible filing shows BGB at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stolper Co's position in BLACKSTONE STRATEGIC CREDIT FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BGB was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stolper Co held BGB — position size vs. price
% of Fund (quarterly)    BGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25,931 -34,486 -57.1% 0.76% $3K 2026-04-13 $11.08
2025 Q4 ADDED 60,417 +1,284 +2.2% 0.21% $712K 2026-01-12 $11.66
2025 Q3 REDUCED 59,133 -184 -0.3% 0.22% $720K 2025-10-10 $11.31
2025 Q2 ADDED 59,317 +2,543 +4.5% 0.24% $719K 2025-07-10 $11.43
2025 Q1 ADDED 56,774 +649 +1.2% 0.22% $686K 2025-04-08 $10.10
2024 Q4 REDUCED 56,125 -568 -1.0% 0.23% $686K 2025-01-14 $11.00
2024 Q3 ADDED 56,693 +488 +0.9% 0.23% $698K 2024-10-09 $10.89
2024 Q2 ADDED 56,205 +745 +1.3% 0.24% $668K 2024-08-08 $10.24
2024 Q1 ADDED 55,460 +790 +1.4% 0.24% $660K 2024-04-09 $9.84
2023 Q4 ADDED 54,670 +1,178 +2.2% 0.25% $619K 2024-01-12 $9.44
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stolper Co and BGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stolper Co reported owning BGB?

Stolper Co reported BGB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BGB position in Stolper Co's portfolio?

The largest reported portfolio weight for BGB was 0.76% in 2026 Q1.

What is the latest reported BGB position on this page?

The most recent filing on this page is 2026 Q1, when Stolper Co reported 25,931 shares, equal to 0.76% of portfolio, with an estimated market value of $3K.

What does the chart on this BGB ownership page compare?

The chart compares Stolper Co's quarterly BGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stolper Co time their BGB position?

Based on 13F filing dates vs. subsequent BGB price moves, Stolper Co correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on BGB relative to SPY over the holding period was +4.4%.

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