Bank of America reports 4.1% stake in Blackstone 2027 fund

Bank of America Corporation filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 528,184 shares of Blackstone Senior Floating Rate 2027 Term Fund common stock, equal to 4.1% of the class.

Rhea-AI Filing Summary

Bank of America Corporation filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 528,184 shares of Blackstone Senior Floating Rate 2027 Term Fund common stock, equal to 4.1% of the class. The calculation references 13,019,938 outstanding shares reported in the issuer's Form N-CSR as of December 31, 2025.

The filing states the shares are held with shared dispositive power and that the statement is filed on behalf of Bank of America Corporation and its wholly owned subsidiary Merrill Lynch Pierce Fenner & Smith, Inc.

Insights

Institutional Ownership Analyst

Large institutional holder reports a 4.1% stake with shared dispositive power.

Bank of America reports ownership of 528,184 shares representing 4.1% of the issuer's common stock, based on an outstanding share count of 13,019,938 as of December 31, 2025. The filing attributes shared dispositive authority rather than sole voting authority.

The filing is an ownership disclosure amendment and does not state any sale, purchase, or change in voting control; subsequent filings would be needed to show trading activity or changes in position.

Key Figures

Shares beneficially owned: 528,184 shares Percent of class: 4.1% Shares outstanding (reference): 13,019,938 shares +2 more

5 metrics

Shares beneficially owned 528,184 shares Filed on Amendment No. 3 to Schedule 13G/A

Percent of class 4.1% Percent of common stock based on Form N-CSR share total

Shares outstanding (reference) 13,019,938 shares Issuer's Form N-CSR reporting totals as of December 31, 2025

Sole voting power 0.00 Filed reporting voting/dispositive powers

Shared dispositive power 528,184.00 Number of shares with shared power to dispose

Key Terms

Schedule 13G/A, beneficially owned, shared dispositive power, Form N-CSR

4 terms

Schedule 13G/A regulatory

"Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"Amount beneficially owned: 528,184.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared dispositive power regulatory

"Shared power to dispose or to direct the disposition of: 528,184.00"

Form N-CSR regulatory

"Form N-CSR by the issuer on March 6, 2026, which reports share totals as of December 31, 2025"

Form N-CSR is a regulatory filing that U.S.-registered investment funds use to deliver certified shareholder reports to regulators and the public, including audited financial statements, a snapshot of portfolio holdings, fee and performance information, and governance disclosures. For investors it acts like a fund’s report card and safety check—providing verified details needed to assess a fund’s financial health, costs, holdings and compliance so you can compare funds, monitor risks and spot red flags.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Bank of America report in BSL?

Bank of America reports owning 528,184 shares, equal to 4.1% of BSL. The filing cites 13,019,938 shares outstanding from the issuer's Form N-CSR as of December 31, 2025, which is the basis for the percent calculation.

Does the filing show voting control by Bank of America over BSL shares?

No—Bank of America reports no sole voting power and no shared voting power. The Schedule 13G/A lists 0 sole and 0 shared voting power, with 528,184 shares reported under shared dispositive power.

Who filed the Schedule 13G/A for this position?

The filing was made by Bank of America Corporation on behalf of itself and Merrill Lynch Pierce Fenner & Smith, Inc. The document is signed by an authorized signatory and identifies the subsidiary as a wholly owned broker-dealer.

What date is the outstanding share count tied to in the filing?

The percent calculation uses 13,019,938 shares outstanding as reported in the issuer's Form N-CSR dated March 6, 2026. That Form N-CSR reports share totals as of December 31, 2025, which the filer cites for its ownership percentage.

Does this amendment show recent trading or a change in holdings?

The amendment reports current beneficial ownership and does not state a specific trade or transaction. It amends prior disclosure; the filing text does not describe purchases or sales or provide timing of any transactions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/27/2026 - 12:56 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Blackstone Senior Floating Rate 2027 Term Fund

(Name of Issuer)

Common Stock

(Title of Class of Securities)

09256U105

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 09256U105

1

Names of Reporting Persons

BANK OF AMERICA CORP /DE/

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 528,184.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

528,184.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.1 %

12

Type of Reporting Person (See Instructions)

HC

Comment for Type of Reporting Person: The beneficial ownership calculation relies on the 13,019,938 outstanding shares disclosed in the Form N-CSR by the issuer on March 6, 2026, which reports share totals as of December 31, 2025.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Blackstone Senior Floating Rate 2027 Term Fund
(b)	Address of issuer's principal executive offices: C/O GSO CAPITAL PARTNERS LP, 345 PARK AVE., NEW YORK, NEW YORK, 10154.
Item 2.
(a)	Name of person filing: BANK OF AMERICA CORP /DE/
(b)	Address or principal business office or, if none, residence: 100 N TRYON ST CHARLOTTE, NC 28255
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 09256U105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 528,184.00
(b)	Percent of class: 4.1%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0.00
	(ii) Shared power to vote or to direct the vote: 0.00
	(iii) Sole power to dispose or to direct the disposition of: 0.00
	(iv) Shared power to dispose or to direct the disposition of: 528,184.00
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. This statement on Schedule 13G is being filed by Bank of America Corporation on behalf of itself and its wholly owned subsidiary Merrill Lynch Pierce Fenner & Smith, Inc., a broker dealer registered under section 15 of the Act (15 U.S.C. 78o).
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BANK OF AMERICA CORP /DE/

Signature:	/s/ Monica Yako
Name/Title:	Authorized Signatory
Date:	04/27/2026