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Pinnacle Wealth Planning Services’s Blackstone Mortgage Trust BXMT Stock Holding History

Pinnacle Wealth Planning 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 		$66.5K Buy
3,924
+1,161
+42% +$21.7K 0.01% 1092
2026
Q1 		$52.9K Buy
2,763
+157
+6% +$3.03K 0.01% 1169
2025
Q4 		$49.9K Buy
+2,606
New +$49.4K 0.01% 1202
2021
Q1 		– Sell
-2,257
Closed -$62K – 586
2020
Q4 		$62K Buy
+2,257
New +$57K 0.01% 683

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

Pinnacle Wealth Planning Services's BXMT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Blackstone Mortgage Trust (BXMT) stake by 42% in Q2 2026, buying an estimated $21.7K and bringing the position to 3,924 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #1092.

Pinnacle Wealth Planning Services first reported a position in BXMT in Q4 2020 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,924 shares of Blackstone Mortgage Trust worth $66.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,161 Blackstone Mortgage Trust shares in Q2 2026, an estimated $21.7K.
  • Blackstone Mortgage Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1092 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackstone Mortgage Trust in Q4 2020 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.