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Mount Yale Investment Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Mount Yale Investment 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 		$685K Buy
39,337
+8,411
+27% +$157K 0.01% 689
2026
Q1 		$607K Buy
30,926
+6,324
+26% +$122K 0.01% 655
2025
Q4 		$482K Buy
24,602
+525
+2% +$9.95K 0.02% 469
2025
Q3 		$455K Buy
+24,077
New +$465K 0.03% 435

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BXMT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Blackstone Mortgage Trust (BXMT) stake by 27% in Q2 2026, buying an estimated $157K and bringing the position to 39,337 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #689.

Mount Yale Investment Advisors first reported a position in BXMT in Q3 2025 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Mount Yale Investment Advisors held 39,337 shares of Blackstone Mortgage Trust worth $685K as of Q2 2026.
  • Mount Yale Investment Advisors bought 8,411 Blackstone Mortgage Trust shares in Q2 2026, an estimated $157K.
  • Blackstone Mortgage Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #689 holding.
  • Mount Yale Investment Advisors first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.