STOCK TITAN

Bank of America (BSL) files amendment reporting 4.1% ownership stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.

Insights

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.

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
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.





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




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



BANK OF AMERICA CORP /DE/
Signature:/s/ Monica Yako
Name/Title:Authorized Signatory
Date:04/27/2026

FAQ

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.