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Oakworth Capital’s Blackstone Mortgage Trust BXMT Stock Holding History

Oakworth Capital’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 		$163K Buy
+9,600
New +$179K 0.01% 288
2024
Q3 		– Sell
-151
Closed -$2.63K – 683
2024
Q2 		$2.63K Hold
151
– – ﹤0.01% 636
2024
Q1 		$3.01K Hold
151
– – ﹤0.01% 590
2023
Q4 		$3.21K Buy
+151
New +$3.25K ﹤0.01% 588

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Oakworth Capital's BXMT Position: Q2 2026 in Review

Oakworth Capital opened a new position in Blackstone Mortgage Trust (BXMT) in Q2 2026: 9,600 shares worth $163K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Oakworth Capital previously reported a position in BXMT as recently as Q2 2024.

Oakworth Capital first reported a position in BXMT in Q4 2023 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Oakworth Capital held 9,600 shares of Blackstone Mortgage Trust worth $163K as of Q2 2026.
  • Blackstone Mortgage Trust was a new Oakworth Capital position in Q2 2026.
  • Blackstone Mortgage Trust made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #288 holding.
  • Oakworth Capital first reported a position in Blackstone Mortgage Trust in Q4 2023 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 Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.