Arkadios Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Arkadios Wealth Advisors’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Buy	16,091 +1,217	+8%	+$22.7K	﹤0.01%	1454
2026 Q1	$285K	Buy	14,874 +1,833	+14%	+$35.3K	﹤0.01%	1380
2025 Q4	$249K	Buy	13,041 +1,929	+17%	+$36.6K	﹤0.01%	1346
2025 Q3	$205K	Buy	+11,112	New	+$214K	﹤0.01%	1353
2021 Q3	–	Sell	-526	Closed	-$16K	–	1882
2021 Q2	$16K	Buy	526 +5	+1%	+$161	﹤0.01%	1372
2021 Q1	$16K	Buy	521 +5	+1%	+$145	﹤0.01%	1039
2020 Q4	$14K	Buy	+516	New	+$13K	﹤0.01%	858

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arkadios Wealth Advisors's BXMT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 8.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 16,091 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Arkadios Wealth Advisors first reported a position in BXMT in Q4 2020 and has held it in 7 quarters since. The position peaked at $285K in Q1 2026. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Arkadios Wealth Advisors held 16,091 shares of Blackstone Mortgage Trust worth $273K as of Q2 2026.
Arkadios Wealth Advisors bought 1,217 Blackstone Mortgage Trust shares in Q2 2026, an estimated $22.7K.
Blackstone Mortgage Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1454 holding.
Arkadios Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q4 2020 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Blackstone Mortgage Trust position peaked at $285K in Q1 2026.
348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.