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

EverSource 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 		$19.9K Sell
1,172
-814
-41% -$15.2K ﹤0.01% 2434
2026
Q1 		$38K Buy
1,986
+365
+23% +$7.04K ﹤0.01% 2087
2025
Q4 		$31K Buy
1,621
+203
+14% +$3.85K ﹤0.01% 2085
2025
Q3 		$26.1K Buy
1,418
+97
+7% +$1.87K ﹤0.01% 2155
2025
Q2 		$25.4K Buy
1,321
+378
+40% +$7.16K ﹤0.01% 2110
2025
Q1 		$18.9K Sell
943
-202
-18% -$3.9K ﹤0.01% 1722
2024
Q4 		$19.9K Sell
1,145
-181
-14% -$3.35K ﹤0.01% 1623
2024
Q3 		$25.2K Sell
1,326
-2,594
-66% -$47.6K ﹤0.01% 1370
2024
Q2 		$70K Buy
3,920
+5
+0.1% +$90 ﹤0.01% 943
2024
Q1 		$69.1K Sell
3,915
-2,010
-34% -$40.5K 0.01% 853
2023
Q4 		$126K Buy
5,925
+113
+2% +$2.44K 0.01% 567
2023
Q3 		$126K Sell
5,812
-229
-4% -$5.08K 0.01% 497
2023
Q2 		$126K Buy
6,041
+4,574
+312% +$84.1K 0.01% 500
2023
Q1 		$26.2K Sell
1,467
-164
-10% -$3.5K ﹤0.01% 990
2022
Q4 		$34.5K Buy
1,631
+1,598
+4,842% +$37.8K 0.01% 897
2022
Q3 		$1K Buy
+33
New +$956 ﹤0.01% 1785

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Blackstone Mortgage Trust (BXMT) stake by 41% in Q2 2026, selling an estimated $15.2K and leaving 1,172 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

EverSource Wealth Advisors first reported a position in BXMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $126K in Q3 2023. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • EverSource Wealth Advisors held 1,172 shares of Blackstone Mortgage Trust worth $19.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 814 Blackstone Mortgage Trust shares in Q2 2026, an estimated $15.2K.
  • Blackstone Mortgage Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2434 holding.
  • EverSource Wealth Advisors first reported a position in Blackstone Mortgage Trust in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Blackstone Mortgage Trust position peaked at $126K in Q3 2023.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.