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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Pacific Sun Financial's BXMT Position: Q1 2026 in Review

Pacific Sun Financial increased its Blackstone Mortgage Trust (BXMT) stake by 50% in Q1 2026, buying an estimated $262K and bringing the position to 40,595 shares worth $796K. The position accounts for 0.39% of the portfolio, ranked #77.

Pacific Sun Financial first reported a position in BXMT in Q3 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Pacific Sun Financial held 40,595 shares of Blackstone Mortgage Trust worth $796K as of Q1 2026.
  • Pacific Sun Financial bought 13,565 Blackstone Mortgage Trust shares in Q1 2026, an estimated $262K.
  • Blackstone Mortgage Trust made up 0.39% of Pacific Sun Financial's portfolio in Q1 2026, its #77 holding.
  • Pacific Sun Financial first reported a position in Blackstone Mortgage Trust in Q3 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.