BFC Planning, Inc.’s Blackstone Mortgage Trust BXMT Stock Holding History

BFC Planning, Inc.’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 Q3	$57.2K	Buy	+5,000	New	+$73.7K	﹤0.01%	1481
2026 Q2	–	Sell	-5,034	Closed	-$96.4K	–	3441
2026 Q1	$96.4K	Buy	5,034 +34	+0.7%	+$656	﹤0.01%	1111
2025 Q4	$95.6K	Hold	5,000	–	–	﹤0.01%	1134
2025 Q3	$92K	Hold	5,000	–	–	0.01%	956
2025 Q2	$96.2K	Hold	5,000	–	–	0.01%	897
2025 Q1	$100K	Hold	5,000	–	–	0.01%	872
2024 Q4	$87K	Hold	5,000	–	–	0.01%	927
2024 Q3	$95K	Buy	+5,000	New	+$91.8K	0.01%	900

Other funds holding BXMT

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s BXMT Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in Blackstone Mortgage Trust (BXMT) in Q3 2026: 5,000 shares worth $57.2K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in BXMT as recently as Q1 2026.

BFC Planning, Inc. first reported a position in BXMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $100K in Q1 2025. 260 funds tracked by Wall St. Rank hold BXMT as of Q3 2026.

BFC Planning, Inc. held 5,000 shares of Blackstone Mortgage Trust worth $57.2K as of Q3 2026.
Blackstone Mortgage Trust was a new BFC Planning, Inc. position in Q3 2026.
Blackstone Mortgage Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1481 holding.
BFC Planning, Inc. first reported a position in Blackstone Mortgage Trust in Q3 2024 and has held it in 8 quarters since.
BFC Planning, Inc.'s Blackstone Mortgage Trust position peaked at $100K in Q1 2025.
260 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.