Private Wealth Management Group’s Blackstone Mortgage Trust BXMT Stock Holding History

Private Wealth Management Group’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	$2.31K	Hold	136	–	–	﹤0.01%	1111
2026 Q1	$2.6K	Hold	136	–	–	﹤0.01%	993
2025 Q4	$2.6K	Buy	136 +10	+8%	+$190	﹤0.01%	994
2025 Q3	$2.32K	Hold	126	–	–	﹤0.01%	1066
2025 Q2	$2.43K	Hold	126	–	–	﹤0.01%	1026
2025 Q1	$2.52K	Hold	126	–	–	﹤0.01%	981
2024 Q4	$2.19K	Hold	126	–	–	﹤0.01%	1045
2024 Q3	$2.4K	Buy	126 +91	+260%	+$1.67K	﹤0.01%	995
2024 Q2	$610	Buy	+35	New	+$632	﹤0.01%	1391
2024 Q1	–	Sell	-82	Closed	-$1.75K	–	1512
2023 Q4	$1.75K	Buy	+82	New	+$1.77K	﹤0.01%	1042

Other funds holding BXMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Wealth Management Group's BXMT Position: Q2 2026 in Review

Private Wealth Management Group held its Blackstone Mortgage Trust (BXMT) position steady in Q2 2026 at 136 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Private Wealth Management Group first reported a position in BXMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.6K in Q1 2026. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Private Wealth Management Group held 136 shares of Blackstone Mortgage Trust worth $2.31K as of Q2 2026.
Private Wealth Management Group left its Blackstone Mortgage Trust share count unchanged in Q2 2026.
Blackstone Mortgage Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1111 holding.
Private Wealth Management Group first reported a position in Blackstone Mortgage Trust in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Blackstone Mortgage Trust position peaked at $2.6K in Q1 2026.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.