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Independent Financial Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Independent Financial Group’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 		$5.26M Buy
310,284
+7,487
+2% +$140K 0.1% 208
2026
Q1 		$5.8M Buy
302,797
+23,802
+9% +$459K 0.13% 156
2025
Q4 		$5.34M Buy
278,995
+19,004
+7% +$360K 0.12% 160
2025
Q3 		$4.79M Buy
259,991
+15,931
+7% +$307K 0.11% 159
2025
Q2 		$4.7M Buy
244,060
+18,358
+8% +$348K 0.13% 150
2025
Q1 		$4.51M Buy
225,702
+19,227
+9% +$372K 0.16% 133
2024
Q4 		$3.59M Buy
206,475
+30,835
+18% +$570K 0.12% 168
2024
Q3 		$3.34M Buy
175,640
+93,265
+113% +$1.71M 0.12% 160
2024
Q2 		$1.43M Buy
82,375
+34,235
+71% +$618K 0.06% 304
2024
Q1 		$958K Buy
48,140
+7,480
+18% +$151K 0.04% 386
2023
Q4 		$865K Sell
40,660
-4,408
-10% -$95K 0.05% 401
2023
Q3 		$980K Buy
45,068
+380
+0.9% +$8.43K 0.06% 322
2023
Q2 		$930K Buy
44,688
+14,830
+50% +$273K 0.06% 325
2023
Q1 		$533K Sell
29,858
-3,025
-9% -$64.5K 0.04% 440
2022
Q4 		$696K Buy
32,883
+2,310
+8% +$54.7K 0.06% 339
2022
Q3 		$714K Sell
30,573
-35,765
-54% -$1.04M 0.06% 306
2022
Q2 		$1.84M Buy
66,338
+37,843
+133% +$1.15M 0.2% 122
2022
Q1 		$906K Buy
28,495
+510
+2% +$16K 0.07% 279
2021
Q4 		$857K Sell
27,985
-9,585
-26% -$305K 0.07% 285
2021
Q3 		$1.14M Buy
37,570
+2,241
+6% +$71.1K 0.12% 186
2021
Q2 		$1.13M Buy
35,329
+5,138
+17% +$165K 0.12% 187
2021
Q1 		$936K Buy
30,191
+8,381
+38% +$244K 0.12% 194
2020
Q4 		$600K Sell
21,810
-1,220
-5% -$30.8K 0.09% 263
2020
Q3 		$506K Hold
23,030
– – 0.1% 234
2020
Q2 		$555K Sell
23,030
-13,785
-37% -$317K 0.12% 204
2020
Q1 		$685K Buy
+36,815
New +$1.25M 0.2% 127

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

Independent Financial Group's BXMT Position: Q2 2026 in Review

Independent Financial Group increased its Blackstone Mortgage Trust (BXMT) stake by 2.5% in Q2 2026, buying an estimated $140K and bringing the position to 310,284 shares worth $5.26M. The position accounts for 0.1% of the portfolio, ranked #208.

Independent Financial Group first reported a position in BXMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.8M in Q1 2026. 326 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Independent Financial Group held 310,284 shares of Blackstone Mortgage Trust worth $5.26M as of Q2 2026.
  • Independent Financial Group bought 7,487 Blackstone Mortgage Trust shares in Q2 2026, an estimated $140K.
  • Blackstone Mortgage Trust made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #208 holding.
  • Independent Financial Group first reported a position in Blackstone Mortgage Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Blackstone Mortgage Trust position peaked at $5.8M in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.