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Pacific Sun Financial’s Blackstone Mortgage Trust BXMT Stock Holding History

Pacific Sun Financial’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 Buy
59,354
+18,759
+46% +$350K 0.43% 70
2026
Q1 		$796K Buy
40,595
+13,565
+50% +$262K 0.39% 77
2025
Q4 		$530K Buy
27,030
+16,950
+168% +$321K 0.26% 116
2025
Q3 		$186K Buy
+10,080
New +$194K 0.09% 193

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

Pacific Sun Financial's BXMT Position: Q2 2026 in Review

Pacific Sun Financial increased its Blackstone Mortgage Trust (BXMT) stake by 46% in Q2 2026, buying an estimated $350K and bringing the position to 59,354 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #70.

Pacific Sun Financial first reported a position in BXMT in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Pacific Sun Financial held 59,354 shares of Blackstone Mortgage Trust worth $1.03M as of Q2 2026.
  • Pacific Sun Financial bought 18,759 Blackstone Mortgage Trust shares in Q2 2026, an estimated $350K.
  • Blackstone Mortgage Trust made up 0.43% of Pacific Sun Financial's portfolio in Q2 2026, its #70 holding.
  • Pacific Sun Financial first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.