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Kestra Private Wealth Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Kestra Private Wealth Services’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 		$1.03M Sell
60,532
-12,599
-17% -$235K 0.01% 884
2026
Q1 		$1.4M Sell
73,131
-2,778
-4% -$53.6K 0.02% 686
2025
Q4 		$1.45M Sell
75,909
-17,308
-19% -$328K 0.02% 656
2025
Q3 		$1.72M Sell
93,217
-21,051
-18% -$406K 0.02% 577
2025
Q2 		$2.2M Sell
114,268
-369
-0.3% -$6.99K 0.03% 472
2025
Q1 		$2.29M Buy
114,637
+1,019
+0.9% +$19.7K 0.04% 428
2024
Q4 		$1.98M Sell
113,618
-9,933
-8% -$184K 0.03% 436
2024
Q3 		$2.41M Sell
123,551
-181
-0.1% -$3.32K 0.04% 377
2024
Q2 		$2.23M Buy
123,732
+3,605
+3% +$65.1K 0.04% 366
2024
Q1 		$2.47M Buy
+120,127
New +$2.42M 0.06% 322
2023
Q4 		– Sell
-9,515
Closed -$213K – 1229
2023
Q3 		$213K Buy
+9,515
New +$211K 0.01% 1009

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

Kestra Private Wealth Services's BXMT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Blackstone Mortgage Trust (BXMT) stake by 17% in Q2 2026, selling an estimated $235K and leaving 60,532 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #884.

Kestra Private Wealth Services first reported a position in BXMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q1 2024. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Kestra Private Wealth Services held 60,532 shares of Blackstone Mortgage Trust worth $1.03M as of Q2 2026.
  • Kestra Private Wealth Services sold 12,599 Blackstone Mortgage Trust shares in Q2 2026, an estimated $235K.
  • Blackstone Mortgage Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #884 holding.
  • Kestra Private Wealth Services first reported a position in Blackstone Mortgage Trust in Q3 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Blackstone Mortgage Trust position peaked at $2.47M in Q1 2024.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.