JBR Co Financial Management’s Blackstone Mortgage Trust BXMT Stock Holding History

JBR Co Financial 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	$608K	Buy	35,850 +8,500	+31%	+$159K	0.22%	79
2026 Q1	$523K	Hold	27,350	–	–	0.22%	76
2025 Q4	$523K	Buy	27,350 +14,150	+107%	+$268K	0.22%	76
2025 Q3	$243K	Buy	+13,200	New	+$255K	0.1%	106

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Handelsbanken Fonder

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Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM