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BIRCH FINANCIAL GROUP, LLC → BGB

BIRCH FINANCIAL GROUP, LLC BGB Position History

Blackstone Strategic Credit 2027 Term Fund • Financial Services

Quarters held
1
Latest value
$21K
Q3 2026
Peak value
$21K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21K1.8K——

Other funds holding BGB

Other BIRCH FINANCIAL GROUP, LLC positions

AXP

AMERICAN EXPRESS CO

$22.9M
AXP

AMERICAN EXPRESS CO

$21M
AXP

AMERICAN EXPRESS CO

$20.6M
AXP

AMERICAN EXPRESS CO

$19M
AXP

American Express Company Common Stock

$18.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
BIRCH FINANCIAL GROUP, LLC BGB Holdings: 13F Position History | Track13F