Bright Futures Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Bright Futures Wealth Management’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	$288K	Sell	16,985 -2,941	-15%	-$54.9K	0.19%	142
2026 Q1	$382K	Sell	19,926 -147,974	-88%	-$2.85M	0.26%	102
2025 Q4	$3.21M	Buy	167,900 +5,415	+3%	+$103K	2.38%	5
2025 Q3	$2.99M	Buy	+162,485	New	+$3.13M	2.34%	7
2025 Q1	$2.71M	Sell	148,948 -7,328	-5%	-$142K	2.97%	5
2024 Q4	$2.77M	Buy	156,276 +1,422	+0.9%	+$26.3K	2.46%	11
2024 Q3	$2.89M	Sell	154,854 -4,168	-3%	-$76.6K	1.39%	12
2024 Q2	$2.77M	Buy	159,022 +18,219	+13%	+$329K	1.5%	10
2024 Q1	$2.52M	Buy	+140,803	New	+$2.83M	1.36%	15

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

Bright Futures Wealth Management's BXMT Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Blackstone Mortgage Trust (BXMT) stake by 15% in Q2 2026, selling an estimated $54.9K and leaving 16,985 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #142.

Bright Futures Wealth Management first reported a position in BXMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2025. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Bright Futures Wealth Management held 16,985 shares of Blackstone Mortgage Trust worth $288K as of Q2 2026.
Bright Futures Wealth Management sold 2,941 Blackstone Mortgage Trust shares in Q2 2026, an estimated $54.9K.
Blackstone Mortgage Trust made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #142 holding.
Bright Futures Wealth Management first reported a position in Blackstone Mortgage Trust in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Blackstone Mortgage Trust position peaked at $3.21M in Q4 2025.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.